Notes in Re-Leased let you record important information against properties, tenancies, and contacts — from reminders and arrears details to general observations. Notes can also become dashboard reminders.
Adding a Note
Navigate to the relevant Contact, Tenancy, or Property.
Click the Notes tab from the left-hand menu.
Click New Note.
Enter the details and select a note type.
To create a dashboard reminder from this note, tick Turn this note into a Reminder.
Click Save.
Organising Notes with Types
Note Types let you categorise notes for quick identification. To create a new type:
Navigate to Settings > General > Note Types.
Click Create New Note Type and save.
Viewing and Downloading Notes
All saved notes appear in the Notes tab of the relevant record. To export them, click Download Notes — this generates a PDF containing all notes for that contact or property.
Viewing Notes When Processing Expense Invoices
Notes are also visible in the Process Expense Invoices flow. Click the Notes tab in the left-hand preview window to view them while creating an invoice. See Displaying Property and Lease/Tenancy Notes on the Invoice Screen to configure which note types appear.