Property Screen - Notes

Modified on Mon, 04 Jul 2022 at 09:58 AM

The Property Notes section in Chintaro is used as a historical record of the what happened within your Properties. Property Notes are just about the Property, and not about the Client or the Tenancy. Notes can be entered manually and performing some functions in Chintaro will add notes automatically (EG Change of Valuation, Inspection Scheduled, etc).

This solution covers:

Adding a new Note to a Property Screen

To add a new note to a Property screen, you must first open the property screen. Click Property in the Toolbar:

Search for the Property to add the note to. Double click to open, then click the Add Note button in the Notes section on the bottom right of the screen.

An empty Property Note pop up will appear, where you can enter the following:

Note DateWill default to today’s date. 
Note TypeA drop down list where you can group your notes in to categories (EG Maintenance, Letter etc.) You will be able to filter and sort Notes by the Note Type. The Note Type drop down list is customisable by your System Administrator.
Note Title A short description of the Note 
Note BodyAdd the full description of the Note in the Note Body.  You can add default text by adding rows to the 'Message Defaults' reference table (Home > System Maintenance > Reference Tables > Message Defaults).
Add/Edit Link
Used to add Related Links on your network to specific Notes (Hold down <CTRL> + K to add new Link).
Time Spent in MinutesUsed to record how much time is spent on a task. Enter in Minutes. 
Sticky?If you have a note (or multiple notes) that are particularly important and you would like to pin them to the top of the Notes list, you can make them a 'Sticky' note. When a Note is 'Sticky', it will appear at the top of the list, by Note Date. Sticky Note changes are audited on the Note screen (Date Last Changed, Last Updated By). 

To add the note to the property, click Add Note.

Removing a Sticky/Pinned Note

To remove the pinning of a Note, untick the 'Sticky?' box, either on the Property Notes section of the Property Screen, or open the note and untick the 'Sticky?' box. When unpinning the note, it will return to where it belongs in the date order of all other notes (descending default).

Viewing all Property Notes in Chintaro

The Property Notes screen where you can view all of the Notes made in the system for every Property.

To view the Property Notes screen, from the Home Screen, click Properties from the menu on the left, then click Property Notes:

You are able to sort and filter this screen to view Notes by the Note Type, Date, Action, Action Type or Action By columns. 

The 2 buttons at the top of the screen enable you to Print or Export data regarding Property Notes from the Manage Property Notes screen, and Action notes can be re-assigned  to another Chintaro user, by using the 
Action By and Reassign Officer fields.

Using 'Note Type's for Reporting and Tracking Information 

Please click this link to be redirected to another solution regarding using note types to track information.

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