Better building data, better decisions. We've modernized your property pages with a new Property Characteristics feature that centralizes all your building information in one place, making it easier than ever to manage your properties effectively. Click here for a video walk through of the content this article.
Streamlined Navigation - Updated property page layout with improved tab structure for faster access to information.
Property Characteristics Tab - Organize building data across Access, Details, and Systems categories, plus add custom fields for your specific needs.
Applicable Personas:
- Property Managers - Create and manage property characteristics data
- Building Owners - Access comprehensive building information for decisions
- Admins - Configure module access and custom fields
Prerequisites:
- Property characteristics feature must be enabled by Prism support
- Properties must exist in your system
- Appropriate custom field permissions (see note below about private custom fields)
- Important Permission Note: To write to private custom fields, users need both "Can Interact With Private Custom Field" AND "Can Manage Custom Field" permissions.
Setup & Configuration
Enabling Property Characteristics
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Feature Activation (Contact Prism Support)
- Property characteristics requires activation by Prism support team
- Look for the information icon at the top of your property page
- Contact support to learn more and request feature activation
Creating & Managing
Navigating the Updated Property Page
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Access Property Overview
- Navigate to any property in your portfolio
- Overview tab displays: property details, map, primary contact information
- All key property information remains front and center
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Using Property Characteristics (New Feature)
- Click the Property Characteristics tab in the top header
- Browse data categories: Access, Details, Systems
- Edit any field by clicking on it
- Add custom organization-specific data at the bottom of the page
- Save changes to update property records
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Navigation Improvements
- All tabs now located in the top header: Overview, Property Characteristics, Notifications, Files
- Streamlined navigation between property sections
Day-to-Day Usage
For Property Managers
Primary Workflow:
- Open property from your portfolio
- Review Overview for essential property details
- Update Property Characteristics with building-specific data
- Use collected data for informed building management decisions
For Building Owners
Typical Usage:
- Access Property Characteristics for comprehensive asset data
- Review building systems and access information
- Make strategic decisions based on collected property intelligence
Advanced Features / Add-Ons
Upcoming Enhancements
- Tenant Data Integration - Future releases will include tenant-level information
- Leasing Data - Integration of leasing information into property pages
- Enhanced Analytics - Greater data visibility for improved decision-making
FAQs & Troubleshooting
Q: How do I get property characteristics enabled?
A: Contact Prism support. You'll see an information icon on your property page if the feature isn't yet activated.
Q: I can't edit private custom fields even with interaction permissions.
A: You need both "Can Interact With Private Custom Field" AND "Can Manage Custom Field" permissions to write to private custom fields. Here is an article on User Permissions and Access Management
Q: Where do I add custom property data?
A: Navigate to Property Characteristics tab and scroll to the bottom for custom fields section.