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
- Removing a Sticky/Pinned Note
- Viewing all Property Notes in Chintaro
- Using 'Note Type's for Reporting and Tracking Information
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 Date||Will default to today’s date.|
|Note Type||A 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 Body||Add 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 Minutes||Used 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 ChintaroProperty Notes
Action By Reassign Officer