A note can be associated with any of the following profiles: Management Group, Owner, Property, Tenant, Unit, Vendor and Property Manager.

Use this PDF Guide to see how to set up the different kinds of Notes.

There are Active notes and Recurring notes. Active notes include all notes entered as such and those recurring notes that were scheduled through the end of next month. Each day at the first logon to the database, the recurring notes are scanned to determine if any should be turned into an active note.