How to record notes

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:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.