Notes
*Click here to view the corresponding article for the desktop version
Notes can be created against a listing and contact record and can include a follow-up task. Users will be able to view all notes that have access to and can edit/delete notes if permission allows.
Contact Notes
1. To access contacts, tap on the magnifying glass icon from the main menu
2. Here you can filter by contacts you are the primary owner of, shared or All (subject to access permissions) or search for contacts
3. On the required contact Tap the quick add tool and select Add a Note
4. Enter a Headline and Description if applicable and tick Follow Up if you would like to set a date and time for a follow up task
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5. Tap Cancel or Save to finish.
Property Notes
1. Tap the magnifying glass icon from the main menu and select 'Listings'.
2. Locate the listing using one of the following methods;
- Search bar
Quickly search for a listing using the listing ID or Property Address. - Opens tab
Within the Opens tab, you can view any listings with upcoming Open for Inspections that you have been assigned to. To view the details of the listing or to add inspection feedback simply click on the address to open the listing card. - My Listings tab
Click the My Listings tab to view all listings that you are assigned to. - All Listings tab
Click the All Listings tab to view all listings that you have access to. Please note, these listings will depend on the permissions that are assigned to you in your Staff Card.
3. Once you have found the listing, tap to open.
4. Tap Notes to view notes against the listing
5. Tap the + icon to add a new note or follow up task
6. Enter a Headline and Description if applicable and tick Follow Up if you would like to set a date and time for a follow up task
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7. Tap Cancel or Save to finish.
Notes Permissions - System Configuration [General]
*Note: Master Users Only.
Set default notes options for ALL users
1.Click My Office on the main menu
2. Click Edit Details on the left panel
3. Click the System Config. tab
4. Click System Configuration [General] from the drop-down
Publish Note - defaults all new notes created to publish.
Back Date Note - allows all users to make the note dates to be different from the date of entry.
Edit Note - allows all users to be able to edit notes.
Delete Note - allows all users to be able to delete notes.
