Internal Property Notes

Status: Requested 2 Votes
Meredith R
Dec 4, 2023 7:11 PM
Joined Oct, 2023 7 posts

I previously worked with Streamline and one of the features I used every day was 'property notes'. This was a place where I could note info on the home that I wanted available to agents but not to guests. It was a great place for backup lockbox info, nuances of the home, etc. It was our 'go to' place when a guest called in with questions on the property.

Katie Reuben
Dec 7, 2023 10:23 PM
Joined Sep, 2023 8 posts

We do the same thing... Just create a custom field that is attached to the property. Same result.

 

Settings, Custom Field Definitions, create one (or several) and assign it to 'property'. You can then access under each property under Custom Fields. 

 

OR intends them to be used for field merges, but there is no reason you can't use them for tracking details about the property. We even use them to add custom  fields for the cleaners (assigned to a booking) to add notes on each stay that the cleaner can see. lmk if you need more help.