Property status, account status and approvals

Create or update a Property Status record

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Select property/owner/landlord values and save status evidence.

Audience: CRM staffPermission: real_property: EditModule v1.0.0

Jump to steps

Where to goAdmin Area → Property Operations → Property Status → Add/Edit

Before you start

Use an account with real_property: Edit and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide helps you do

Select property/owner/landlord values and save status evidence. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Property Operations → Property Status → Add/Edit.
Select the New, Add, Create or Start action exposed on that screen.
Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
Save or submit the form once; correct any validation message rather than bypassing it.
Go to the resulting record and verify its number, status, totals, files, activity and downstream links.

Fields and options

Exact actionCreate or update a Property Status record

Exact navigationAdmin Area → Property Operations → Property Status → Add/Edit

Module version1.0.0

Access rulereal_property: Edit

VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.

Property ownership and listingVerify the property owner/landlord, estate-agent company, listing type, transaction type, privacy and status before saving.

Address and mapComplete address, city, country and latitude/longitude where the map is used.

Commercial valuesCheck price/rent, commission, fees, income/expense values, currency context and availability dates.

Rules and limits

The form includes id, item_id, property_id, property_owner_id and owner/landlord client IDs.
Property visibility and actions are controlled by real_property view-own/view/create/edit/delete capabilities.
Property status, account status and approval workspaces are separate from the main listing form.

Check it worked

The supported create or update a property status record flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

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