5. Notes

5. Notes

We all take notes, however, only a few of us know where to find those valuable little pieces of paper when we need them! That's why we built the Note Manager, so you have one place to safely store all of your client notes. Interesting facts about your client's family, future investment ideas, you name it, you can No


Course outline: 3 steps below 

Estimated time to complete:  10 minutes


5-1. Overview of Note Manager

Screen Shot 2018-04-25 at 4.19.38 PM.png

The Note Manager is your central hub for all of your client insights and lengthly notes. Here you will find all of your client notes, conveniently stored in one central and searchable location.


5-2. How to Add Client Notes

To add a client note, you can do so in two ways:

1) Add a Note from the Note Manager and;

2) Add a Note from the Client Profile.

Add A Note from Note Manager

To add a note directly from the Note Manager, simply click on the "Add Note" button in the top right button and you will get the Add Note Panel shown below. In this you are asked to fill out three fields:

  • The Client You Wish to "Associate" this note - Who is this note related to of your clients
  • Note Title
  • Note Content - What did you want to say
 Add Note Panel 

Add Note Panel 

 Select Client from Dropdown List

Select Client from Dropdown List

Upon entering the note fields and pushing "Add Note", your note will now be saved in two locations:

1) In the Note Manager with all the other notes and;

 Note as shown in Note Manager

Note as shown in Note Manager

2) Under the Client Profile > Notes Tab of the Client that you associated to this note.

 Note as shown on the Client Profile

Note as shown on the Client Profile

Add A Note from Client Profile

You can also add a note directly from the Client Profile by clicking on "New Note" under the "Notes Tab"

 Add Note Panel as shown from Client Profile

Add Note Panel as shown from Client Profile

If you add a note in the Client Profile, it will also be visible in the Note Manager.


5-3. Deal and Property Notes

Two types of notes NOT found in the Note Manager are Deal Notes and Property Notes. We go through both below:

Deal Notes

When adding a deal to your Pipeline or Deal Manager, you have the ability to add notes as shown below. These notes DO NOT live in the Note Manager but rather live in the Deal Manager as they are deal notes.

 See "Deal Notes" input field. This will be found in the Deal List section of the Deal Manager App. These notes will not be found in the Note Manager.

See "Deal Notes" input field. This will be found in the Deal List section of the Deal Manager App. These notes will not be found in the Note Manager.

 Deal List - The location where Deal Notes are found

Deal List - The location where Deal Notes are found

 

Property Notes

We currently do not have the ability to add specific property notes. We look to add this functionality in the future.


Free PlanMike McAra