Add notes and files
Keep notes and documents such as contracts and photos on a customer's page so the whole team can find them.
Use notes for anything your office should know about a customer, and files for documents like contracts, permits and photos. Both live on the customer's page.
Add a note
- Go to Customers, open the customer, and select the Notes tab.
- Type in Add a note… and select Add note.
Each note shows who wrote it and when.
- Pin to top keeps an important note above the others. Select Unpin to release it.
- Delete note removes it straight away.
Properties have their own notes too, on the property page. Use those for things about the location, so they stay with the property if it changes hands.
Upload files
- On the customer page, select the Files tab.
- Select Upload files and choose one or more files.
Each file must be smaller than 25 MB. To remove a file, use its delete button.
The Notes field on the customer form
The customer form also has a single Notes field under More options → Preferences ("Anything the office should know"). It shows in the Billing & preferences card. For a running history with names and dates, use the Notes section instead.