CRM - My Notes

Modified on Tue, 05 Dec 2023 at 09:59 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.

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