Managing Notes

Use the notes area to add comments and details about the property, contact, transaction or activity you are working with.

To add or modify notes

1. Click Add new to add a new note. A new note box will appear with the cursor at the beginning ready for you to type the new note.

2. To edit a note, click on the location in the note where you want to make changes and a cursor will appear.

3. Click Pick from list to select a pre-made note.

4. Click Print notes to preview and print the notes.

5. Click View 10 more to download and show the next 10 notes for this record.

6. Click View all to download and show all notes for this record.