Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access - Begin by opening the customer card where you would like to add a note
(A) Unit - From within the Customer card, If the tenant has multiple units in their account, you will first need to select the unit for which a note will be applied. Notes are unit-specific. For Customers renting with only 1 unit, no selection is required.
Create Notes
(B) Notes window - Click to remove the placeholder text and begin entering your custom note.
(C) Quick Responses dropdown - Click to access a list of pre-populated note templates that have been created by your management team.
(D) Mark as Collection Note checkbox - Depending on your management settings, you may have this option. Click the checkbox to label the note as collection-related.
(E) Add - Click to add the newly created note to the Customer’s unitrecord.
Save Update
(F) Save - When finished, click to save all updates to the Customer card.
