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Notes

Notes store internal operating context for a property, unit, tenant, or maintenance ticket. Each note belongs to exactly one of those records and includes its creation and last-updated timestamps.

Notes stay with their associated record and are removed when that record is permanently deleted. Open the Notes drawer from a property, unit, tenant, or maintenance ticket page to manage its notes.

Manage Notes​

  1. Select Add Notes in the page header.
  2. In the Notes tab, enter a note and select the arrow in the lower-right of the text field.
  3. Use the vertical actions menu on an existing note to Edit or Delete it.

The Files tab is reserved for future attachments.