Vendor contact note

Vendor contact note

A vendor contact note can be added in two places:

  • In the vendor details screen via the Contact Notes widget
  • In the property details screen via the Contact Notes widget

From the Vendor Details screen, click to add a new contact note and a box will slid in from the left. Fill in the form with the notes required. If you wish to attach the note to a specific property record, type a part of the address into the address box and all matching properties will be displayed. Select the one you require.

When adding a vendor contact note from the property details screen the address will be pre-filled and is not editable because it is assumed that the contact note relates to both the property and vendor currently being viewed.

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