Adding New Notes

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This article guides you through the steps to add a new note within your property management interface. Notes function is a handy tool to record important information related to your properties, tenancies, or owner contacts. These can be simple reminders, details about arrears, relevant budget information, or just basic insights about the tenant, owner, or property itself. Adding a note can also create a reminder to help you keep on top of your tasks.

Getting Started with Adding Notes

To jot down a note for an Owner, Tenant, or Property, you will begin with the Notes feature in your interface:

  1. Click on the Notes tab located on the left-hand side of the Contact, Tenancy or Property.
  2. Once in the Notes section, select the New Note button to start creating your note.

Creating Your Note

  1. Enter the details & type of your note into the provided fields.
  2. If this note should serve as a reminder, tick the checkbox labelled Turn this note into a Reminder.
  3. Ensure that all the relevant details are included before saving the note.


Organizing Notes with Types

Before you start adding notes, it's possible to organize them by types, which can be created by following these steps:

  1. Navigate to the Settings tab and locate the Notes Types under the General section. 
  2. Use the Create New Note Type option to define a new category for your notes.
  3. This organizational step helps you to quickly identify the purpose of each note at a glance.

Viewing and Downloading Your Notes

After a note is saved, it will be visible within the Notes tab:

  1. To view your notes, simply return to the Notes section as mentioned before.
  2. If you need to export the notes, click on the Download Notes button.
  3. This action will download a PDF file containing all the notes attached to that specific contact or property.


By following these instructions, you can effectively add and manage notes in your system to ensure nothing slips through the cracks.

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