Notes can be created under a Tenancy, Owner contact and Property. These notes can relate to arrears, budget reminders or basic information about the property, owner or tenant.
To add a Note to either Owner, Tenant or Property, Select the Notes tab on the left-hand side:
Then click New Note:
Now create your note with the relevant details. Tick the box to turn this note into a Reminder:
Prior to adding a note, the Note Types can be added under Settings > Note Types > Create New Note Type:
The completed note will appear in the notes tab:
You can also download the notes by selecting Download Notes. This will download a pdf file of any notes saved to that particular contact or property.