Notes Roll Report

The Notes Roll report provides a log of tenant and unit notes for the selected date range. Notes can be added to tenant accounts from a variety of places in the software. The notes are labeled with a category (e.g. Billing, General, Maintenance, Occupancy, Past Due) and a kind (e.g. Waive, Insurance Added, Note, Lead, Overlock Delinquency). The category describes the high-level action that prompted the note. The kind drills deeper to the specific activity that prompted the note. 

Notes categorized as General and have a Note kind label are notes added by clicking the button on the tenant's profile page. General tenant notes are not associated with a particular unit.

A blank in the User column indicates the note was added via a 3rd-party integration.

Still have questions?
Don't be afraid to ask us. We're here to help you.
Powered by Zendesk