The Important Notes feature enables property-specific information to be recorded and easily accessed from the property overview screen. This can be used to store critical details, special instructions, or other information relevant to the property.
1. Adding an important note
Go to Sales properties > View available properties
Locate the relevant property
In the Overview column, select the house icon
Select the arrow icon beside Correspondence and select Important note (shown below)
Populate the form as required
Select Update
2. Viewing important notes
Go to Sales properties > View available properties
Locate the relevant property
In the Overview column, select the house icon
Select the Important notes tab (highlighted below)
Note: To edit an existing note, select the pencil icon within the Edit column. To delete a note, select the red cross within the Delete column.