Create and update records

The Assistant supports creating and updating operational records, matching contacts and listings, cloning listings, arranging viewings, managing files and photos, and completing reminders. Protected operations pause for your approval.

What it can do

• Preview letting terms and create or update lettings.
• Create or update inspections and work orders.
• Record payments, update payment status, and record partial payments.
• Configure supported property alerts.
• Find the organization’s form templates and create, read, update, archive, or restore forms on records.
• Archive and restore contacts, listings, viewings, offers, lettings, inspections, work orders, payments, appointments, reminders, and forms, with the same permissions, linked records, and restrictions as the application. It finds archived records only when you ask it to include them.
• Delete files, photos, and leads permanently.
• Apply supported bulk changes to contacts or files, including archiving several contacts or deleting several files.
• Validate and import supported spreadsheets.

Make a clear request

Specify the record, intended values, and scope. Use a listing reference, email, date, or another identifier when names alone could be ambiguous.

A clear request to show or preview information is useful when you are still deciding what to change.