Adding and Reviewing Property Notes

Property Notes provide a simple chronological record of information relating to a property.

View Property Notes

1. Open Properties → List Properties and select the required property.
2. Select the Property tab.
3. Select Notes from the secondary navigation.

Notes are shown with the newest entry first. Each entry displays the name of the person who added it and the date and time it was recorded. The most recent entry is identified as Latest.

Add a note

1. Open the property’s Notes page.
2. Select Add Note.
3. Enter the note.
4. Select Add Note to save it.

Line breaks entered in the note are retained when it is displayed.

Export Property Notes

1. Open the property’s Notes page.
2. Open Options.
3. Select Export.

A CSV file is downloaded containing the note ID, the person who added it, the date it was added and the note text.

The actions available to you may vary depending on your permissions.