How Do I Add a Note to the System?
You can add a note to both the Company and Property level. All notes that are added to the Property level will be added to the Company also.
The first step is to enter into the Property/Company record that you would like to add the note to. After hitting the Contacts button, select the Search tab and search by the desired criteria.
You will then be taken to the following screen. Add a title/description for the note in the "Regarding:" section and place the body of the text within the "Note:" section (notice you also have the ability to add a saved attachment from your desktop).
Hit "Add Note" once you are finished and the new note will be timestamped & added to the Notes section for future reference.