eGO Academy › Real Estate Software › How to categorize notes?
The eGO user has the ability to view notes created in particular categories.
This feature allows you to access only the notes created on a particular subject and create new categories of notes.
To start creating categories, you should perform the following steps:
Access, for example, the ‘Properties’ tab and select the record of a property;
Within the property record in the section ‘Adding note about’ click on ‘Select the note type’ to categorize the note you will write;
To create new categories of notes, click ‘Manage’;
In the window ‘Manage note type’, in the ‘Add note type’ box, write a new desired category and click on ‘Create’;
After creating all categories of notes, click ‘Complete’;
The new notes categories will be added to the existing list. To use or access the categories created, simply select the desired option in the ‘Select the note type’.
Note: To add a note you should always select the type of note.