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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

  • (A) Unit - From within the Customer card, select the unit which a note will be applied.  Notes are unit-specific. For Customers renting 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 Response dropdown - Click to access a list of pre-populated note templates that have been created by your management team.
  • (D) Mark as Collection 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 unit.



Save Update

  • (F) Save - When finished, click to save all updates to the Customer card.



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