Offices
Setting up offices (also known as branches) in Property Hive allows you to assign properties to the correct office which in turn then:
- Allows you to display the correct offices contact details on a property page
- Ensures enquiries sent through the site are sent to the right office email address
- Ensures properties are assigned to the right office when sent to any portals
- Allows users to filter properties by office in searches
- and more...
Offices can be managed in Property Hive under 'Property Hive > Settings > Offices':
If you don't see the 'Settings' submenu option available it could mean your user role doesn't have the right permissions as this is only available to administrators.
When you first install Property Hive there will be one empty office setup called 'My Office'.
You can create as many offices as is necessary.
Setting a primary office
You'll notice the column called 'Primary':
With multiple offices in place you can choose which is the primary/head office. This in turn is used in a number of places, including:
- It'll be the office selected by default when adding a property
- If we import a property and can't find a matching office, we'll use the primary as the fallback
- and more...
Once you've set the primary office accordingly, simply click 'Save changes' for it to take effect.
Add/Edit an office
To add an office click either of the 'Add New Office' buttons:
To edit an existing office click the 'Edit' button next to the office in question:
You'll then be presented with the edit office screen which will look like so:
On this page you'll be able to enter the office name, address, telephone number and email address for each active department, and lat/lng co-ordinates.
Some key things to note here are:
Email address - This is used when determining which email address to send enquiries too. An issue we see a lot is that enquiries aren't getting sent to right email address, and the most common cause is that an email address isn't set against the office.
Lat/Lng - If you're using our Map Search add on, we'll use the lat/lng of the primary office as the starting centre point of the map.
Deleting an office
If more than one office exists you'll have the option to delete an office too.
You can't delete the office selected as the 'Primary' office. If you wish to delete this office you'll need to select a different office as 'Primary' first.
If you delete an office and it has properties assigned to it, you'll have the ability to re-assign them to another office during the deletion process: