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To Add a Memo

You can add a memo from the following tabs:

Setup—Properties Tab

Setup—Building Tab

Setup—Units Tab

Leasing—Guest Cards Tab

Leasing—Lease Changes—Lease Memos Tab

Lease Changes—Occupant Demographics Tab

1. Locate the grid containing the property, building, unit, resident, occupant, or guest for which you want to add a memo.
2. Click the Memos link or button on the grid.
3. From the Memos grid, click Add Memo.
4. From the Memo Form Selection tab, select a memo form.
5. Complete the fields on the Memos Tab.
6. Click Save.

See Also

To Edit a Memo

To Delete a Memo

Memos Grid

Memo Form Selection Tab

Memo Tab

Properties Tab

Building Tab

Units Tab

Guest Cards Grid