PWA - Managing Profile Notes

You can add multiple notes of varying note types to profiles. Notes that are marked as internal can be excluded on reports and stationery. In multi property operations you can specify the note applies to all properties or is specific to selected properties.

1. From the Profile Detail page, select Add Note or the Manage link in the Notes section.
2. Select the Add Note button to create a new entry:
   1. Internal: Select this check box if the comment is to be treated as internal.

      Note:

      Internal notes are not output on stationery or on reports unless the report explicitly allows display of Internal Notes. You can inactivate the switch when Override Internal check box is selected in the note type configuration. Internal notes do not trigger business events to external systems.. For more information, see Configuring Business Events.
   2. Type: Select a note type from the list. For more information, see Configuring Property Notes.
   3. Global/Property: Select if the Notes should apply to a specific property or to all properties sharing the profile.
   4. Title: Enter a summary title for the note (default is based on the note type but it can be updated).
   5. Comment: Enter or paste the note details; a maximum of 2000 characters (single byte) is supported.

Viewing and Updating Profile Notes

1. From the Profile Detail page, select Add Note or the Manage link in the Notes section.
2. View existing Notes and select one to modify it. You can also swipe the entry to the right to perform this action.
   1. Update the details.
3. Select Update to save the updated Note.

Deleting Profile Notes

1. From the Profile Detail page, select Add Note or the Manage link in the Notes section.
2. View existing Notes and select one to delete it. You can also swipe the entry to the right to perform this action.
3. Select Delete to confirm.