Delivery, Clients & Units Updates

Overview

These three sections let the team log internal status updates, each scoped differently:

Section Purpose
Delivery Updates Log which units have been delivered or reached a construction milestone.
Clients Updates Record any change to a client's personal information or client-related data.
Units Updates Log any change made to a unit's specifications.

Delivery Updates

Used to track unit handovers to clients — logging which units have been delivered, which are pending, and what's scheduled next.

💡 Example: Unit A has been handed over to the client, Unit B is scheduled for handover next month — the team logs this to keep a clear record of which units have been delivered and which are still pending.

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Timeline View

Each entry shows:

Use Add an Update (top right) to create a new entry.

Create Form — Fields

Field Required Description
Title Title of the update.
Content The update details.
Project The project this update relates to.
Type The delivery update type (configured in Customer Service Settings → Delivery Updates Types).
Videos Optional Attach a video link.
Gallery Optional Attach images.
Logo Optional Attach a logo/image.

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Filters

Filter Description
Creation Date Filter by date (From / To).
Project Filter by project.
Building Filter by building.
Units Filter by unit.
Types Filter by update type.

Clients Updates

Used to record any change or update related to a client's information — for example, a change of address, updated contact details, or any other client-specific data that needs to be logged and communicated.

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Timeline View

Each entry shows the same details as Delivery Updates, plus a View Files button to access any attached files.

Use Add an Update to create a new entry.

Create Form — Fields

Field Required Description
Title Title of the update.
Content The update details.
Project The project this client is associated with.
Type The client update type (configured in Customer Service Settings → Client Updates Types).
Videos Optional Attach a video link.
Gallery Optional Attach images.
Logo Optional Attach a logo/image.
Files Optional Attach supporting files.

image.png

Filters

Filter Description
Creation Date Filter by date (From / To).
Project Filter by project.
Building Filter by building.
Types Filter by update type.

Units Updates

Used to log any change made to a unit's specifications — for example, if the unit's space was modified, or if two units were merged into one. These are unit-specific and tied directly to the unit's full hierarchy (Project → Building → Building Segment → Unit).

💡 Examples: Unit space was changed, two units were merged, a structural modification was made.

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Timeline View

Each entry shows the full unit path (e.g., Project (Elite Living) > Building (B1) > Building Segment (B01-G-105) > Unit (B01-G-105)), plus the content, type, Delete, and View Files.

Use Add an Update to create a new entry.

Create Form — Fields

Field Required Description
Title Title of the update.
Content The update details.
Type The unit update type (configured in Customer Service Settings → Unit Updates Types).
Project The project this unit belongs to.
Logo Optional Attach a logo/image.
Files Optional Attach supporting files.

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Filters

Filter Description
Unit Name Filter by unit.
Client Filter by client.
Created At Filter by creation date.

Created 2026-07-01 08:41:51 UTC by Admin
Updated 2026-07-01 08:58:54 UTC by Admin