Accessing the Notes Grid

This article will run through how to access notes within your account.

1. Navigate to Properties > Rentals (or Sales), and select Notes.

2. To view note details, hover your cursor over the relevant note.

• Alternatively, click on the note to open a pop-up with more information. Click Close after reading the note.

3. Click the 3 Action Dots and select Flag. This will visually highlight the note, indicating its importance.

4. Select the 3 Action Dots again to clear the flag  selected (if required).

5. To view the note history, select the 3 Action Dots and select View History.

Note: You can use the side scroll bar to review the history and click OK when completed.