Purpose
This article explains how to use the Notes feature in Kamma Suite to record relevant information against a property.
What you’ll learn
In this article, you’ll learn how to:
Add a note to a property
Edit or overwrite an existing note
Revert unsaved changes
What are property notes?
Notes allow you to capture useful information about a property in one place.
You can use notes to record:
Updates on licence applications
Communication with landlords
Actions you are waiting on
Any other relevant context
This helps keep your team aligned and ensures important details are not lost.
Steps
Step 1: Open the property page
Navigate to the relevant Property page
Step 2: Open the Notes section
Scroll to the bottom of the page
Click Notes
This will display the notes text area.
Step 3: Add or edit a note
If a note already exists, it will be displayed
If not, the text area will be blank
Enter your note in the text area
You can:
Add new text
Edit existing text
Overwrite the note entirely
Step 4: Save or revert changes
Click Update to save your note
If you want to discard changes, click Revert
What happens next
Your note is saved against the property
Other users in your organisation can view and update it
The note can be edited at any time