Resident: Notes |
  
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Resident: Notes |
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The Notes tab is used to manage notes on the property. Changes made to the property through the software or on the web will be listed here.
Drag and drop column headers into the search bar to group information by that column.
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Notes are automatically added to this area when residents modify their data on the website. |
The fields are further defined:
Field |
Description |
Type |
Select the note type from the drop-down list. |
Opened |
Select the note date. |
Opened By |
Select the employee that opened the note. |
Closed |
Select the closed date. |
Closed By |
Select the employee that closed the note. |
Contact |
Enter the note contact. |
Note |
Enter any notes. |
How to Add a New Entry:
1. Click the Add 
icon or type the information into a empty section of the grid.
2. Right-click to delete a record.
3. To preview the grid information, click on the Print 
icon. The user can then print the information if necessary.
