Archiving a property

Neil Jowett
Neil Jowett
  • Updated

You can easily archive a property record so that it's hidden by default from future property searches.

This article includes: 

Archiving a property when adding a new property

When adding a new property, you can archive duplicate properties.

Where a property is flagged as already existing with that address and it's not currently in an ‘active’ status, you'll have the option to Archive the existing property.

This will allow you to create the new property without needing to navigate away to archive the original.

Archiving a duplicate property as part of adding a new property.png

Archiving an existing property

  1. Click Properties on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Change Status
  5. In the Set New Status section, in the New Status dropdown menu, click Archived
  6. Type in any relevant Notes
  7. Click OK

 Note

The option to archive a property will only be available if the property is set as one of these statuses:

  • Completed
  • Externally Sold
  • Let
  • Withdrawn

If you want to archive a property with any other status, you must first change the status of the property to one of the above
For more information on Changing the status of a property, click here

Archiving a market appraisal

To archive a market appraisal:

  1. Navigate to the appraisal record
  2. Click Actions
  3. In the dropdown menu, click Set As Not Instructed
  4. Click OK
    1. If you receive a message stating that a market appraisal has to be booked, navigate to the Appraisal > Post-Appraisal tab and enter the Proposed rent/sale amount. Click Save

  5. Refresh Alto (Press CTRL + F5 on your keyboard)
  6. Click Actions
  7. In the dropdown menu, click Change Status
  8. In the Set New Status section, in the New Status dropdown menu, click Archived
  9. Type in any relevant Notes
  10. Click OK

Related articles: 

Withdrawing a property

Finding archived properties

Unarchiving a withdrawn property