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.