Page Comparison

1. Select role for journal entry

From contact record Activity Feed (top right):

• Click and select Create journal entry - options to create journal entries for each of the contact’s roles are offered

  

• Hovering over the role type displays basic details, e.g. address, tenancy status, applicant detail

  

2. Add journal entry for vendor/landlord/applicant/tenant

From the menu shown above:

• Select the relevant role and address/tenancy status/applicant to add a note for

• The Manual Journal Entry screen is displayed - enter the journal entry detail and click Accept

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• Update the next/last call dates (as usual), click Accept

  

3. Journal entry added

• The journal entry is added to the contact record (with the property address it is for in brackets)

  

• The journal entry is also added to the property record
  The Next call (and last call) dates will also be updated if this was selected (see previous step)