Contact Notes

Modified on Tue, 10 Oct 2023 at 09:13 AM

Summary



Notes are a great way for you to keep track of key information about Contacts that can be used for future reference.



How to Create Notes


Header


You can create a note by clicking the Create + button in the header then by selecting NOTE 


You will be required to enter the note and select the Contact record the Note is associated to. 


Within the Contact Record


When in the Contact Record, there are 2 ways to create a NOTE. 


When creating a NOTE from within the Contact Record, the Contact will be automatically selected 


Adding a Feedback Record to a Listing


When adding FEEDBACK to a listing Record 



You can select to ‘Save the Feedback as a Note agains the Contact Record’ 


Auto-creation from Enquiries


When an enquiry record is automatically created in the CRM, the Comments from the web enquiry are automatically saved as a Note against the Contact Record. 



Notes from Homepass are also automatically saved as Notes against the Contact Record.

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