Internal notes are a great way of noting any requests or information for the property, lease, owner or tenant.
Internal notes can only be viewed by your Property Management team. Owners & tenants can not see these notes.
Internal Notes for the Property
Step 1
Click on the Property, then click Edit on the Fees & Authorities section.
Step 2
Add relevant notes to the Internal Notes section and click Save.
You can also add a Banner Alert, this will pop up on the Property home page each time it is clicked.
Internal Notes for the Lease
Step 1
Click on the Lease tab, then scroll down to Internal Notes and click Add note.
Internal Notes for the Owner/Tenant
Step 1
The steps for both owner & tenant are the same.
Please click either the owner or tenant name.
Step 2
Click Edit on the user.
Step 3
Enter the notes in Agency Notes and click Save.