Notes

The flat's page and the tenant's page both have a Notes box: it shows the latest notes that belong there, and you can write a new one there too. The flat's box also shows notes written on its leases.

A note shows when it was created; on the Operator and Office plans, also who wrote it.

1. 1Click New note.
2. 2Give it a title, and choose the property or lease in the Belongs to field. If you choose neither, it becomes a General note.
3. 3Type the text, then Save note.

• Use the Belongs to field on the list to filter by property, lease or general notes; Search looks in the title and the text.
• Edit: the note's author, the account holder and admins can change or delete it. A team member with read-only access sees it but cannot write.
• Team members only see notes for the properties they have access to.