Notes are a brief record, providing a chance to keep our description, views, or conversations related to the current property. In Apptivo, Notes are found in all the apps, which you can edit or delete.
Let’s go through the steps to create notes from the Properties app.
Steps to configure
- Log in and access the Properties app from the universal navigation bar.
- Go to the Property Overview page, for which notes are to be created.
- Click on the Notes icon.
- On the Notes page, click on the Create Note button to create a note.
- In the Create Note page, enter the required information.
- Click on the Create button.
- Now, on the Notes page, you can view the created note.