Learn how to clean and manage your MRI Vault data using the housekeeping menu, including tools for backups, data cleanup, and reassignment.

Note: To access the housekeeping menu, you must have it selected under user management settings.

Housekeeping menu overview

To access the menu:

Go to: Housekeeping in the left-hand menu

Below is a breakdown of each menu:

Backup/Export Data
Clean Advertising Suppliers
Clean Building Names
Clean Email Communications
Clean Email Data
Clean Mobile Data
Clean Offer Conditions
Clean Property Tags
Clean Source of Enquiries
Clean User Templates
Distribution List Manager
Export (Do Not Call Register)
Portal Property IDs
Reassign Calendar Events
Reassign Email Alerts
Reassign Task List

Backup/Export Data

Export selected Vault data to CSV format; recent exports are logged and emailed as compressed (zip) files.

The 10 most recent backups/exports will also be recorded

Clean Advertising Suppliers

Rename or remove advertising suppliers set up in the financial configuration.

You can rename or remove/reassign a supplier on the right-hand side of an existing supplier.

Note: Removing or reassigning a supplier cannot be reversed

Clean Building Names

Delete unused building names from property cards.

You can remove the building name on the right side of the entry.

Note: Removing a building cannot be reversed.

Clean Email Communications

Delete custom email templates from the Email Builder.

Franchise offices using Head Office–created templates might not have permission to delete those templates.

Click Remove on the right

A pop-up will appear to confirm that you no longer want the communication

Click Remove to delete the communication

Clean Email Data

Validate and clean contact email addresses; recommended after importing data from another CRM to ensure accuracy.

Click Test Clean
Review the results > Click Proceed - Clean Now

Note: Once Proceed - Clean Now is selected, the process begins. This cannot be reversed.

Clean Mobile Data

Fix formatting issues in mobile numbers, especially restoring missing leading zeros from imported data.

If you've imported a CSV file, your mobile numbers might have lost the leading zero (0). If that happens, this script will restore the 0.

Click Test Clean
Review the results > Click Proceed - Clean Now

Note: 10,000 contacts are processed per batch. If you have more than 10,000 mobile numbers to correct, you can run the clean multiple times.

Clean Offer Conditions

Remove or reassign offer conditions from property financials.

Click Remove to remove an existing offer condition
In the pop-up, click Remove

Note: Removing an offer condition cannot be reversed, and you will be given the option to reassign all existing offer conditions to another condition.

You can add further offer conditions:

Click Add Offer Condition in the bottom right-hand corner
Enter a name
Click Save

Clean Property Tags

Rename or delete property tags; deletion includes an option to reassign to another tag.

Click the pencil to edit the name of an existing tag
Click Remove to delete an existing property tag
In the pop-up, click Remove

Note: Removing a tag cannot be reversed, but you can reassign it to another property tag.

Clean Source of Enquiries

Remove or reassign enquiry sources from contact cards.

Click Remove to remove the source of enquiry
In the pop-up, click Remove

Note: Removing a source of enquiry cannot be undone, but it will give you the option to reassign it to another source.

Clean User Templates

Delete user management templates; irreversible once removed.

Click Remove to remove a user template
In the pop-up, click Remove

Note: Removing a user template cannot be reversed.

Distribution List Manager

Remove outdated contact/property distribution lists. System administrators will see all distribution lists created, while other users will only see their own lists.

Click remove on the right of the distribution list
In the pop-up, click OK

Note: Removing a user template cannot be reversed.

Export (Do Not Call Register)

Generate a list of phone numbers for compliance with the Do Not Call Register.

(Optional) Click to include contact ID/Name
Click Export

A CSV file is created and downloaded to your system.

Portal Property IDs

Export property listings and their portal IDs to assist with migration or matching.

Click Export to CSV

This list can be exported to a CSV file to facilitate matching properties on a portal or website during the transition to MRI Vault.

Reassign Calendar Events

Bulk reassign calendar events from one user to another, useful during staff transitions.

Reassign Email Alerts

Bulk reassign email alert sender settings to another user, typically when staff leave.

Reassign Task List

Bulk reassign a user's to-do/task list to another staff member.