Adding Notes to a Property

Notes can be added regarding a property from a number of different locations on its main page. Generic property notes should be added from the Notes section. Click on Notes on the left hand side of the screen and the following screen will appear:

Click on New Note, and the following screen will appear:

Type the note in the box provided. If you have a document or a saved email that is related to the note, click Browse to search for the file that you want. Click Add and the note and attachment will be added to the property.

Notes are means for storing documents related to properties.

Other Property Notes

Notes related to specific actions involving your property can also be added in the following locations on the property’s main page:

Forms
HOA
Utilities
Offers
Preservation
MMR
BPO
Eviction
Info

Notes and documetation for any of the specific actions above are entered using the same process as for a generic note.

Searching Notes

Notes can be searched in the Properties > Notes tab. You can either search for Property only notes, or you can search for any note made in any section for this property selecting the Search All Property Notes option.

Important:

The icon to add a New Note does not appear in these sections unless they have been updated. For instance, in the Preservation tab, when you add a new repair bid, you will be able to add a note to that repair.
You may add as many notes to each item as you like