Sticky notes are an excellent way to record important notes and information about property finances, properties, and contacts within the office.

This article covers:

• Add a sticky note
• Modify and delete a sticky note

Add a sticky note

Sticky notes can be added to property and contact cards and deleted if no longer required.

Property Card

1. Go to: A property profile
2. Click the 3 dots (menu) > Click Add Sticky Note
   
3. The sticky note will appear. Click on the sticky note to add your message
   

Property Financials

1. Go to: A property profile
2. Click the Financials tab
3. Click Add Sticky Note on the right side of the page
   
4. The sticky note will appear. Click on the sticky note to add your message
   

Contact Card

1. Go to: A contact profile
2. Click Add Sticky Note on the right side of the page
   
3. The sticky note will appear. Click in the text box to add your message

Modify and delete a sticky note

You can modify and delete a sticky note:

• You can enlarge the sticky note if needed
• You can drag and drop the sticky note anywhere on the page
• A sticky note can only be modified or deleted by a user with system admin access.
• Any user can delete a blank sticky note. The system won't warn you; it will just vanish

If a sticky note is no longer required:

1. Click the bin symbol. A pop-up message will appear confirming if you want to delete it
2. Click Delete