1. Editing a Property
Users can edit a property record at any time by following the steps listed below:
Go to Sales properties > View appraisals or Sales Properties > View available properties (depending on the status of the property)
Locate the required property
In the Address column, select the property address
Amend the fields as required
Select Update property
2. Deleting or archiving a Property
SME Professional has been designed not to delete property records, to retain records of logged actions against that property.
Instead, the system allows archiving of properties. Archived properties will not be visible when carrying out day-to-day tasks within SME Professional, however, they will still be available for reference when needed.
To archive a property, please follow the steps below:
Go to Sales properties > View appraisals or Sales Properties > View available properties (depending on the status of the current property)
Locate the required property
In the Enquiry status or Property status column, expand the dropdown and select the appropriate Past property status option
The table will update, and this property will no longer be visible
To view archived properties, go to any one of the pages mentioned above, expand the Filter by property status dropdown and select Past property. The table will then update to list only archived properties.