Purpose

To provide an ability to leave notes on a Property.  These are shown under the main Property details to remind others in your team or Yourself of something.

 

Instructions
  • Highlight the Property you wish to add a note on and click Create note

  • Today’s date and currrent time will be automatically populated.  Correct this if need be.
  • Select a Note Category.  These need to have been pre-defined for your agency under the Admin > Activity Admin > Note Categories section.
  • Add your description – This is what you want the note to say
  • The Property that the note will be added to has been automatically selected.  If you wish to add the same note to several, you can select up to 4 if you wish.
  • Once done, press Save.  The note will be added to the main detail as below: