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How do I add unit notes?


The video is at the bottom of the page.

Instruction

Use Quick Search to retrieve an Unit
Open the Notes Module

  • Click ADD
  • Within Type select
    1. Appliance
    2. Carpet
    3. Make Ready
    4. Windows
  • Enter other notes as needed
  • Click OK to save.
  • REPORTS > UNITS > UNIT NOTES
  • Under Unit Type: Select the type (carpet, etc.) 

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

Permissions and Settings

To add unit notes you need permission. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Units > Change Unit Status.

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