How Do I Add Notes To A Landlord Profile?

Modified on Wed, 24 Sep at 2:29 PM



Industry type - all


Available with - Essentials


This feature is designed to help agents note down and save any details relating to a landlord profile for quick reference.

To create Landlord notes, click on People > Landlords. Choose the profile you'd like to add notes to, scroll down and click the Notes icon shown below:


Once the notes have been created, they will show on the 'Next steps' tab of any issue raised at the properties owned by the landlord:

Landlords, contractors or occupiers will not be able to see this information. Any notes that has been added to the Landlord profile will only be visible to agents. Landlords, contrctors or occupiers will not be able to see this infromation.  




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