Tasks, Appointments & Notes
Stay organised with notes in RealtyPA! In this quick tutorial, you’ll learn how to create and manage notes that can be linked to specific contacts or properties—keeping all your thoughts, reminders, and updates right where you need them.
Guide
Open the Notes Tab
On the left-hand side menu, click the Notes tab. This will display a list of all your existing notes.Click the Add Button
In the top right corner, click the “Add” button and select “Note” from the dropdown.Enter Note Details
Add a title for your note
Fill in the description with any relevant information
Link the Note (Optional)
You can choose to link the note to a specific contact
Or assign it to a property for better organisation
Save the Note
Once all details are complete, click Save to add the note to your system.
