CRM - My Notes

Modified on Tue, 5 Dec, 2023 at 9:59 AM

This screen will show all your property's Notes, unless you tick the "Only show my notes" box in which case it will only display the ones that are assigned to you.


You have several filters available including changing the date ranges to filter when a Note was created and when it expires. You can use the “Download CSV” button to export the data.

To display any details relating to a Note, you can click on its title or on the “i” on the far right-hand side.

To add a new Note, please go to the CRM dashboard and create a new Note.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article