Adding Notes to a Contact Record

You'll notice in all of your Rex records (Properties, Listings and Contacts) there's a universally available 'Stream' tab. The Stream tab shows all activity and historical information relating to the record at hand (emails, mail merges and other correspondence with related Contacts, as well as notes).

Adding a Note

At the top of the Stream, you'll see a section to Add a note:

1. Click in the field
2. Enter your note
3. Choose the type
4. If applicable, select a Related Contact/Property to attach the note to more than one record (Contact Records must be related; e.g. Property Owner, Tenant, Past Owner, etc)
5. Click Add Note