How Do I Add a Note to the System?

• You can add a note to both the Company and Property levels.
• All notes that are added to the Property level will be added to the Company also.

Step 1:

• 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.

Step 2:

• Once you have located & entered the desired record, select the Notes tab.

Step 3:

• 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).

Step 4:

• Hit "Add Note" once you are finished and the new note will be timestamped & added to the Notes section for future reference.