B-Viz
Ruth Okoro

How do I see a landlord's properties, repairs and statements together?

Ticketclosed

Ludworth Lettings logo Ludworth Lettings · How do I see a landlord's properties, repairs and statements together?

Amy Royle could not find where to link a landlord to their properties. Ruth Okoro explained the link is made on the landlord record and how to move repairs raised against an old tenant record.

Priority high

What happened

What this says

As at Fri 9 Oct 2026

Amy Royle could not find where to link a landlord to their properties. Ruth Okoro explained the link is made on the landlord record and how to move repairs raised against an old tenant record.

Question: Amy Royle, Lettings Systems Administrator, wanted each landlord's properties, repairs and statements on one page, and believed the Starter setup should allow it.

Handling: Ruth Okoro explained the link is made on the landlord record under Properties, and gave steps to move repairs onto the correct property.

Watch: Amy said most landlords now work, but the record does not show whether the two remaining repairs moved, and it does not confirm the account's tier. The ticket was solved on 14 Jul 2026 and closed on 18 Jul 2026.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Priorityhigh
Statusclosed
Categoryhow_to
Channelemail
First response (min)136
Helpdeskmade from

Trail

  1. Amy Royle
    Public reply · Amy Royle 9 Jul 2026 16:14
    Ruth, I'm about to log this properly, so ignore my earlier email if it went to the wrong place. It's the landlord view I mean, the one with the properties list on the left. Thanks, Amy
  2. Amy Royle
    created · Amy Royle 9 Jul 2026 17:18
    Hi, our property managers keep flipping between three screens to answer landlords. I want each landlord's properties, repairs tickets and statements on one page, which I think the Starter setup should allow. I've looked through the help pages and found search, but I can't find where to link a landlord to their properties. The filter on the landlord record only shows the owner's name. Could you point me at the right setting? We want this working before the new month's statements go out. Cheers, Amy Royle, Lettings Systems Administrator, Ludworth Lettings
  3. Ruth Okoro
    Public reply · Ruth Okoro 9 Jul 2026 19:34
    Hi Amy, thanks for the detail, that helps. The link is made on the landlord record itself, not in the filter. Open the landlord, choose Properties, and add each property from the list so it attaches to that landlord. Repairs and statements then appear on the same page under the landlord's name, as long as they were raised against one of those properties. Let me know if any property doesn't show up after that and I'll check the sync for it. Ruth
  4. Amy Royle
    Public reply · Amy Royle 13 Jul 2026 10:40
    Hi Ruth, I've done that for most landlords and it's working, but two of ours have repairs still sitting on the old tenant record and not showing. Is there a way to move them across, or do I need to re-raise them? Sorry to be a pain. Amy
  5. Ruth Okoro
    Public reply · Ruth Okoro 13 Jul 2026 12:57
    Hi Amy, no bother at all. Re-raising isn't needed. Open the repair, choose the property it belongs to, and save, and it will move onto the landlord's page. If the repair is closed and you can't edit it, tell me the repair reference and I'll move it for you. Please try that and tell me what you see. Ruth
  6. Ruth Okoro
    Status change · Ruth Okoro 14 Jul 2026 16:01
  7. Status change · 18 Jul 2026 23:59
Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only