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When using a certificates grid to view/manage certificates in bulk, both the landlord notes and/or property notes can be added as columns to the grid
1. Add & save Landlord Notes & Property Notes columns to the certificates screen From Organiser, Property Management panel: Right-click over a certificate entry, e.g. Gas safety expiry in xx days and click Full results  The certificates screen is displayed - to add the new columns, right-click over the column headings, click Pick columns then select both the Landlord Notes and Property Notes options  Image Removed Image AddedThe two new columns will be added to the far right side of the grid - click and drag the column headings to the desired position Right-click over the column headings again and click Save grid layout
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2. Use the Landlord Notes & Property Notes columns in the certificates screen  Grid functions can be used to sort or filter by landlord or property notes To sort the list, click the column heading To filter by column content, click to the right of the column heading (to view filter icon) and enter the required text to filter by 
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When using a certificates grid to view/manage certificates in bulk, both the landlord notes and/or property notes can be added as columns to the grid |
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