Adding Notes

You can add notes to properties, tenants and tenures; these are stored permanently and can be accessed under the Notes tab.

Notes can contain a variety of different things, including text, images, PDFs and other attachments. However, large documents and attachemnts should be stored externally where possible.

Accessing Notes

Under the Notes tab you can browse and search for notes. Only the subject and regarding fields are searched.

The date the note was created.
The property, tenant or tenure record that the note is attached to.
Created By
The person responsible for creating the note.
Freeform summary of the note.
Tags associated with the note.