A note is a quick way to document a conversation, email, or phone call. Notes can be added to rental properties and their units, associations and their units, rental owners, ownership accounts, leases, tenants, association owners, and vendors.
For example:
- Leave reminders on recent phone calls
- Backup notes from visits
- Create digital notes on brainstorming sessions that occurred during a meeting.
Add a noteShow
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Navigate to the location where you'd like to add the note.
You can add notes to associations, association units, association owners, rental properties, rental units, rental owners, and tenants.
- Click Add note.
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Type the note in the Enter notes field.
Notes are limited to 64K characters.
- Click Save.
Edit a noteShow
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Navigate to the location where you'd like to edit the note.
You can add notes to associations, association units, association owners, rental properties, rental units, rental owners, and tenants.
- Click the name of the entity whose note you want to edit.
- From the summary page, scroll down and click the note you'd like to edit in the Enter notes field.
- Edit the current note as desired.
- Click Save.
Delete a noteShow
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Navigate to the location where you'd like to add the note.
You can add notes to associations, association units, association owners, rental properties, rental units, rental owners, and tenants.
- Click the name of the entity whose note you want to remove.
- A list of current notes is displayed below the Notes section.
- Locate the note you want to delete.
- Click on the note, and click Delete.
- Click to confirm.
Export a noteShow
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Navigate to the location where you'd like to export the note.
You can add notes to associations, association units, association owners, rental properties, rental units, rental owners, and tenants.
- Click the name of the entity whose notes you want to export.
- Click
. - Your browser's Save As dialog box appears, prompting you to save the exported data in an appropriate location on your hard drive.
- Save the file.
| Article #: | 112412 |