1. What is the branch functionality?
The branch feature allows for each property to be assigned to a specific branch/office which then allows users to:
Add landlord enquiries per branch
Add tenant enquiries per branch
Filter revenue export per branch
Filter sales appraisals and available properties per branch
Add and filter potential buyers per branch
This can prove useful for reporting purposes for users on multi-branch systems.
2. Setting it up
Note: Only an authorised superuser can set up and manage the branch options on the system
2.1 Adding branches
Go to Admin > View all employees
Click on Admin page
Click on General
In the menu on the left-hand side of the page, click on Branches
Click on +Branch
In the pop-up, enter the branch name
Click Submit
2.2 Enabling branches
Once the branches have been added, click on the 'Assign properties and enquiries to specific offices' toggle to enable this functionality. Users can begin to assign properties to the relevant branch. Please see sections 3 and 4 for further information.
2.3 Updating/deleting branches
Go to Admin > View all employees
Click on Admin page
Click on General
In the menu on the left-hand side of the page, click on Branches
Locate the relevant branch from the table
To update the branch name, click on the pencil icon in the Actions column
To delete the branch, click on the red cross in the Actions column
Note: Updating an existing branch option will update across all properties currently assigned to the branch.
Deleting a branch will remove it from all properties currently assigned to the branch. Deleting a branch cannot be undone.
3. Assigning a property to a branch
For lettings properties:
Go to Lettings properties > View properties
Locate the required property
In the Street column, click on the property address
In the Property address tab, expand the Branch dropdown and select the required option
Click Update property
For sales properties:
Go to Sales properties > View available properties
Locate the required property
In the Address column, click on the property address
In the Property address tab, expand the Branch dropdown and select the required option
Click Update property
Note: A bulk update to link properties to a branch can be completed, which would be a chargeable update.