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Property completion

An important function is the completion of properties. Write an email to your owner and ask him to check the existing data of his property and complete it if necessary. The property manager will be notified as soon as the owner has made any changes. The dispatch, as well as the answer, are deposited in the agents log

You can define the fields that are to be queried in the property completion in the administration in the tab “Input fields” under the module Property Management. Simply tick the corresponding box in the column “IV” (property completion)

Property completion within the property

You can call up the property completion by clicking on Further actions >> property completion in the detailed view of a properties. The email window with the onOffice property completion template opens, but you can also select your own template. Please check the contents before sending the property completion

Please note that the entry in the action bar is only visible if an address record in the category/box Owner is linked in the selected property

Property completion from owner address

You can send a property completion from an address to which a properties has been assigned under the item “Property”. Click on Further actions >> Property completion in the address.

If several properties are assigned to the address as property, you can select the property to which a property completion is to be sent. In the email dialog, you can use the onOffice property completion template or select another template

Sending email and formula

If you have now created an email from a property or address record, you can send it.

The owner will now receive an email with a link to open the property completion

After the owner has followed the link, the following dialog appears

The owner can now check the data and complete it if necessary.

File upload

In addition to completing the data, the owner can also send you files with the property completion, e.g. the energy certificate of the property. These files can be found in the “Files” tab of the property module. Image files are listed under “External”, PDF documents are displayed under “Internal”. Image files, PDF files and Word files can be uploaded. Note that the image files will be reduced to the default size.

Additional information to the broker

Additional information can be entered in the “Additional information to the broker” field. This entry appears in the properties agent’s book as well as in the notification email.

Notification

After the data has been completed and saved by the owner, the property manager receives an email notification

Add macro to email

The _Imo_Vervollstaendigung macro allows you to include a property completion link in all emails. If several properties are linked to the mail, the link to complete the property will only be inserted for the first linked property