How do I add notes to a tenant?
ForLandlordsProperty managers
Who can do this
Landlord, Organization admin, members with Edit Tenants.
Where to find it
Tenants → <tenant> → Actions → Add notes (or Edit notes).
Steps
- Type in the rich-text editor, which supports bold, italic, headings and lists.
- Click Save notes.
What happens next
The notes show under Notes on Overview, and the action changes to Edit notes. Notes are private to your team. Tenants never see them.
Troubleshooting
Couldn't save notes keeps your draft open so you can retry.
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