This section is for recording purposes. Every time you do something with a person or property you need to record it in the diary. This gives a permanent history of events.
It can be printed out in the diary report on a right click of the Tenant. The Tenant Details Report will print notes if the Correspondence option is chosen.
- Click on the relevant Diary
- Click on Note
- Type in the description
- Select group if relevant, especially if related to Rent Arrears
- Click on Save
Related Links:
- Diary Groups
- Setting up a Charge (Repetitive)
- Processing the charge
- Correspondence
- Email Functions
- External File Attachment
- Attaching an Image
- Hyperlinking to website
- Phone Call
- Setting up a Reminder
- Processing the Reminder
- Sending an SMS
- Receiving an SMS
- Invoice Button
- Setting up an Alert
- Import a File
Comments
Article is closed for comments.