Sticky notes are a fantastic way to record important notes/information about property financials, properties and contacts between the office. Below is a step-by-step guide on how to apply a sticky note against each section.
1. Navigate into the desired section > Click on the pin symbol
Property Financials
Property Card
Contact Card
2. It will then confirm if you would like to add a new sticky note - Click Yes/Continue
3. This will then populate the sticky note on the page, where you can add your note and drag/drop the sticky note to the desired location
4. At any point, you can delete the sticky note using the bin symbol in the top right-hand corner > Clicking Yes/Continue
Deleting a sticky note can only be performed by a user with system admin access.