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Creating A Note

Step-By-Step Guide

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1. To create a new note, find the notes widget at the bottom of the unit or household page you wish to comment on. Then click the "+" or new note button.
2. A pop-up will appear prompting you to choose the "Note Category." More information as to what each category pertains to is found above.
3. Click inside the "body" section then begin typing your note. 
4. When finished typing the message of your note, click "OK", and your note will be saved for all users and administrators to see on the tenant/unit page.

Video Demonstration

Note Categories:

When adding a note to a household you will be prompted to choose a category as follows;

• Alert - Every time this page is visited, a pop-up with the note will appear.
• Billing Statement - (definition)
• Cash Receipts - (definition)
• Collections - (definition)
• Other - Miscellaneous comments on a tenant/unit
• Phone Call - (definition)
• Rent Change Notes - To make known that a rent change was made 
• Unit Turn - (definition)
• Waiting List - Notifying users of a change in waiting list status for a tenant