Archiving a property

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
• Archiving an existing property
• Archiving a market appraisal

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 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

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Unarchiving a withdrawn property