Notes

Modified on Thu, 24 Aug, 2023 at 2:29 PM

This is a Snoofa Snippet about Notes


In this video will will aim to show you where and how notes can be viewed, created, edited and deleted.





There are three types of notes:

Item notes

Client notes

• Appointment notes

• We can view appointment notes in client detail pages as well as valuation events pages 

• All notes can be edited or deleted

• Search for notes in the top panel menu


Thank you for watching.

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