Notes

Most pages in Street allow you to add notes in the main activity stream, such as on an applicant, property, sales offer, tenancy etc.

Notes allow you to leave important details on the timeline for future reference, for example an applicant calling to chase up an offer or a tenant emailing about their upcoming renewal.

When you add a note to a page, it will automatically carry over and show on the relevant pages. For example a note added on a viewing page will also show on the property page and a note added a lettings applicant page will also show on the person page of each applicant.

This will show in the activity stream highlighting where the note was added, for example on the viewing for an applicant, and has a direct link so you can quickly navigate to the page where the note was added.

This ensures you have full visibility of the relevant information added in the notes section when viewing any page.

To add a note, head to the activity stream and click into the Note section. Here you can type anything that you'd like to make note of and if it's important you can also click the 'pin to top' checkbox to pin that note to the top of the page.

You can also use the 'mention' feature by using the @ symbol to tag a colleague when using their username, eg @jonathanreid. When that note is saved, they will then receive an on screen notification as well as in their notification centre.

To edit a note click the three dots on the right of the note and click 'edit note'. From here you can make any edits as well as see the history of any previous edits.

Editing a note will not move it's position in the activity stream, it will remain at the same date + time of when the note was originally recorded.

Additionally you can also pin / unpin an existing note from this section.