Landlord notes & property notes in certificates grid

This guide has been reviewed against our global client base and classed as relevant to all regions

When using a certificates grid to view/manage certificates in bulk, 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
The 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

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

For more information on adding a property note or a landlord note, use these links:
Works order property note Landlord works order note/instruction

Knowledge Base