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Property Management

Properties​

Property records represent individual properties in the system. They can be linked to REA (realestate.com.au) listings and associated with clients as interested or purchased properties.

Property Record Page​

A property record shows:

  • Property details - Address, display name, and other fields
  • Property Image Manager - Upload and manage property photos
  • Related records - Interested clients, purchased by clients

Property Image Manager​

The Property Image Manager appears on Property record pages and lets you manage photos.

Viewing Images​

Screenshot needed: The Property Image Manager showing the horizontal image grid with thumbnails and the Upload area

Images display in a scrollable horizontal grid showing:

  • Thumbnail of each image
  • Total image count
  • Click any image to open a full-size lightbox viewer
  • Navigate between images using left/right arrows or keyboard arrow keys
  • Shows "Image X of Y" counter
  • Press Escape or click the backdrop to close

Uploading Images​

  1. Click the Upload area on the Property Image Manager
  2. Select one or more image files (.jpg, .jpeg, .png)
  3. Images upload and appear in the grid

Removing Images​

  1. Click the Remove button (trash icon) on any image thumbnail
  2. Confirm deletion in the modal: "Are you sure you want to delete this image? This action cannot be undone and will remove the image from the client portal."
  3. Click Delete to confirm

REA Integration​

Images can also be populated via the PivotPB Chrome Extension, which scrapes property images from realestate.com.au listings. If no REA listing is linked, you'll see a prompt to use the Chrome extension or upload images manually.

Suburb Picker​

The Suburb Picker appears on Lead and Contact records for setting preferred suburbs.

Adding Suburbs​

Screenshot needed: The Suburb Picker showing selected suburb pills and the search dropdown with autocomplete results

  1. Find the Preferred Suburbs field on the record
  2. Type at least 2 characters of a suburb name in the search box
  3. Wait for the Google Places API results to appear (up to 5 results)
  4. Select a suburb from the dropdown
  5. The suburb appears as a pill above the search box
  6. Repeat for additional suburbs
  • Mouse: Hover and click to select
  • Keyboard: Arrow keys to navigate, Enter to select, Escape to close

Removing Suburbs​

Click the X on any suburb pill to remove it.

What's Stored​

For each suburb, the system saves:

  • Suburb name
  • State
  • Postcode
  • Google Place ID

Interested Properties​

Track which properties a client is interested in by creating Interested Property records. These are junction records linking a Client to a Property.

Purchased Properties​

When a client purchases a property, create a Purchased Property record linking the Client to the Property. This appears in:

  • The Property Purchased column on the Client Tracker
  • The Property record's related list
  • The Client record's related records