Important notes can be logged against individual property records for internal reference. For example, alarm/access codes, stopcock locations, insurance details etc.
1. Adding an important note
Go to Lettings properties > Important notes
Click on + Property note
Select the property address
Set the type of note
Enter a brief description for the note
Click Submit
To export the important notes table, click on the blue Export button located to the right-hand side of the search field.
2. Viewing important notes
Each note has its own indicator letter, which shows within the Property notes column in red writing with a star (shown below). For example, *G stands for Gas Cover,*F stands for Factor, and so on.
Hover over the page icon, to see the latest 10 notes logged. Alternatively, click on the page icon view all important notes for the property.
3. Editing an important note
Go to Lettings properties > Important notes
Locate the required note
Click the pencil icon within the Edit column
Amend details as required
Click Update
4. Deleting an important note
Go to Lettings properties > Important notes
Locate the note required
Click the red X icon within the Delete column