Add/Edit Notes or Event Logs
Add or Edit Notes
You can add or edit detailed text notes about Properties or Tenants.
HINT: Consider whether your information is a Note or whether you need to record it as a formal event in the Event Log for the Property or Tenant.
Instructions
- To add a new note, go to the Properties screen or the Tenants screen.
- Select the Property or Tenant for which you want to add a Note.
- Click on the Notes button
.
- The Notes screen displays.
- Type in the note data.
- When all the note information is entered, click OK.
- The Note is now saved as part of the property or tenant data.
Edit an Event Log
You can add or edit event log entries about each Property or Tenant.
HINT: Consider whether your information is a defined event, that needs its date recorded, or whether you need to record it as more general information in your Notes.
Instructions
- To add a new log entry, go to the Properties screen or the Tenants screen.
- Select the Property or Tenant for which you want to add a log entry.
- At the bottom of the screen, click on the Log tab.
- The Log screen tab displays.
- To enter a Log Event, right-click in the tab. A small menu displays. Select Add.
- A new row displays for your log event. The log event values are:
- Date - Select the Date of the log event.
- Category - From the drop-down menu, select the Category of the log event.
- Comment - Enter any comments about the log event.
- When all the note information is entered, click OK.
- The log entry is now saved as part of the property.
- To delete a log entry, select the entry and right-click. A small menu displays. Select Delete. The log entry is deleted.
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