Adding & Editing Notes

You are able to attach notes to a tenant/customer record in the Applicant List, Occupancy and Rent Calculation, and Tenant Accounts Receivables modules that can then be viewed and maintained from all three programs.

From the Main Menu screen, click TENANTS or RECEIVABLES. The Browse Tenant Leases or Browse Customers screen appears with all current leases or active customers displayed in a table.

Select how you want to order the tenant or customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria is highlighted in the table.

Highlight the tenant/customer record for which you want to add a customer account and double-click, or click

. The Tenant Management screen or Maintain Customer Information screen opens with the Tenant Information tab or Account Summary tab selected.

If on the Tenant Management screen, click

on the toolbar. The Maintain Notes screen appears with all notes added for the tenant record displayed in a table.

If on the Maintain Customer Information screen, select the Customer Information tab and click . The Maintain Notes screen appears with all notes added for the tenant record displayed in a table.

To add a note, click

To edit an existing note, select and highlight it in the table and then click .

Enter or edit the date the note was taken (date to which the note pertains), the subject of the note, and the actual notes text in the fields at the bottom of the screen.

Click

to save and apply your changes.

The user responsible for creating or updating the note, as well as the program in which the note was created is stored in the system. You can view this information in the Who and Program columns in the Notes table.