How to create notes from the Properties app?

Updated on August 30, 2021 05:44AM by Admin

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.
Properties app

  • Go to the Property Overview page, for which notes are to be created.
  • Click on the Notes icon.
Notes Icon

  • On the Notes page, click on the Create Note button to create a note.
Create Note button

  • In the Create Note page, enter the required information.
  • Click on the Create button.
Create button

  • Now, on the Notes page, you can view the created note.
Result notes