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How to add a note to a single or multiple properties and view notes
How to add a note to a single or multiple properties and view notes

This article describes how to add notes within the page My Properties

Updated over 10 months ago

Adding a Single Note

1. To add a note to a single property from the Detail List, click on the Add Note icon under the Actions column.

2. Type the note you want to add to the contact

3. Click on Save

Adding the same note to Multiple properties

1. To add the same note to multiple properties at once, check on the box next to the property or click on the top checkbox to select all properties on that page.

2. If you need to select more properties, click on Next Page

3. To increase or decrease the number of properties you see on a page, you can change the Max (records per page) to 10, 25, 50 or 100

4. The number of selected properties is displayed at the bottom left corner of the page.

5. Once all properties you want to add the same note to are selected, click on Add Note located above the Detail List.

6. Type the note you want to add to the properties

7. Click on Save

8. If you added the column Notes, you will see the note shown for the selected properties

Viewing the most recent note within the Detail List

1. To easily view the most recent note for your properties, you can add the column Notes to your column headers by first selecting Manage Columns.

2. Within the Manage Columns window, type "note" on the Search Fields box and click the forward arrow to add Notes Column to Selected Columns.

3. Click on Save

4. The column Notes is now displayed within the Detail List

Viewing the most recent note within the tab Owner

1. You can also view the most recent note for a property by first selecting the property record from the Detail List, then selecting the tab Owner within the Tab Window which is located next to the map

2. Look for the Notes field within the tab Owner to view the most recent note for a property

Viewing all notes from the Owner Detail Page

1. To view all the notes for a property, select the owner name under the tab Owner

2. This will bring you to the Owner Details page. All the Notes can be found on the right side of the page.

3. To go back to your property list, click on the link located in the top middle of the page that shows how many results you have in your list. This will take you to the property you have selected.

If you select your browser's back button, you will go back to your first property in your results.

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