search

reapit / foundations

Foundations platform mono repo
56 stars 22 forks source link

'MarketingMode' in UI vs API #8549

Closed Filip5991 closed 1 year ago

Filip5991 commented 1 year ago

We've been using the 'MarketingMode' setting that's part of the property object in the API for quite some time now to determine the type of a property (sales/lettings). I know that the possible values for this field are sales/lettings/salesAndLettings.

What I was wondering is what's the UI equivalent of this field? Is it the field labeled 'Active' inside the property page? image

If so, in what scenario would a user set this to 'salesAndLettings'? If possibly 'MarketingMode' is not the right setting to use to determine the property's type, is there another one that can be used instead?

AshDeeming commented 1 year ago

Hi @Filip5991 The 'Active' area is the correct association to a property record to differentiate between Sales & Lettings. The ability to market as property as Sales & Lettings is a feature of the software

Filip5991 commented 1 year ago

Hi @AshDeeming, thanks for the initial answer.

We had an internal discussion on this - our understanding is that at the point of booking the MA there is only the option to select Sales or Lettings and that after the appointment it can then be set to be marketed for both - is that correct?

The reason I ask is - we are seeing a high number of properties/MA bookings coming through as both Sales and Lettings which just seems a tad odd?

AshDeeming commented 1 year ago

Hi @Filip5991 In AgencyCloud, when the appointment is created, it can have a property associated to it - It is the property record that holds the MarketingMode detail. image

It's generally client specific if they use sales and/or lettings, each client may use or setup properties slightly differently in the CRM. If you can provide some example references re salesAndLettings i can review in more detail?

Filip5991 commented 1 year ago

Thank you for the answers @AshDeeming , I think this can be closed now :-)

github-actions[bot] commented 1 year ago

It looks like you have commented on a closed issue. If your comment relates to a bug or feature request, please open a new issue, and include this issue number/url for reference. For more information on our processes, please click here