Notes - Contacts, Listings & Properties

Modified on Fri, 3 Jul at 9:42 AM

Contact Notes

Summary

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

How to Create Notes

Header

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

Create + button in the header

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

Note dialog

Within the Contact Record

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

Two ways to create a note in the Contact Record

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

Note created from within the Contact Record

Adding a Feedback Record to a Listing

When adding FEEDBACK to a listing Record

Adding feedback to a listing record

The agent can select to ‘Save the Feedback as a Note against the Contact Record’

Save the feedback as a note against 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.

Web enquiry

Enquiry comments saved as a note

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

Action Plan Creation

https://atrealtycloud.atlassian.net/browse/REAL-5449

Adding Images to Notes

The User can attach one or more images to a note when creating or editing a note against a Contact record. Images appear inline in the note body once the note is saved, and are accessible to all agents with access to the Contact record.

Supported file formats: JPG, PNG, GIF, WEBP. Maximum file size: 10 MB per image.

How to Add an Image to a Note

Navigate to the Contact record and open the Notes section. The existing notes list is displayed with the option to create a new note.

Notes section on the Contact record

Click Create Note or the + (Add) button to open the rich-text notes editor. The editor opens with the toolbar at the top of the editor body.

Notes editor open and empty

Enter the note text. Click the ... (More) button in the toolbar to expand additional options, then click Insert/edit image to open the image upload dialog. Drag and drop an image file, or click Browse for an image to select a file from the device.

Image inserted inline in the notes editor

Once the image is loaded in the editor, click Save to insert it into the note body. After the note is saved, the image appears inline in the note body and is visible to all agents with access to the Contact record.

Editing an Existing Note to Add or Remove Images

To add or remove images on an existing note, click the Edit (pencil) icon on the note. The rich-text editor opens with the existing note content and any previously uploaded images displayed inline. Use the Insert/edit image button in the ... (More) toolbar to add more images, or select an existing image and press Delete to remove it. Click Save Note to confirm changes.

Existing notes without images are not affected by this change.

Troubleshooting

If an image upload is rejected, check the following:

The file format is one of: JPG, PNG, GIF, or WEBP.
The file size does not exceed 10 MB per image.

Listing Notes

Summary

Users can leave notes against Listing Records. This can be internal reminders or updates relating to the listing.

Notes against a Listing record

How to Add Notes

Within the Listing Record

The User can create a note directly from within the Listing record. Navigate to the Notes section on the Listing record and click Create Note or + (Add) to open the rich-text notes editor. Enter the note content and click Save Note to save.

Notes section on the Listing record