Every Rex record (Properties, Listings and Contacts) has a Stream tab. The Stream shows all activity and historical information relating to that record, including emails, mail merges, other correspondence with related contacts, and notes.
This article covers what appears on the Stream, loading older results, viewing attached records and merges, and adding and pinning notes.
What Shows on the Stream?
The Stream shows historical data relating to the record you are viewing. This includes notes, merges, completed reminders and feedback, in the order they were added.
On a contact record, the Stream also shows newsletters the contact has been sent in the last 30 days, with a badge showing whether it was delivered, opened, clicked, bounced or unsubscribed. These can be filtered out if you do not want to see them. See The Contact Record: Newsletters on the Contact Stream.
How Do I Load Older Events?
By default the Stream tab shows the five most recent events. To see older events, click Load More at the bottom of the Stream.
How Do I View an Attached Record or Merge?
If the event you are looking at has another record attached, or is a merge, click the highlighted blue text.
- If it is another record, you will get further options, including opening that record to view it.
- If it is a merge, you will see the merged data.
How Do I Add a Note?
At the top of the Stream you will see a section to add a note.
- Click in the field.
- Enter your note.
- Choose the type.
- If applicable, select a related contact or property to attach the note to more than one record. Contact records must be related, for example Property Owner, Tenant or Past Owner.
- Click Add Note.
How Do I Pin a Note to the Top?
If a note is important to the record and you do not want it lost further down the Stream, you can pin it to the top.
- Hover over your note.
- Click the drop down button that appears in the right-hand corner.
- Choose Pin to Top.
⚠️ Please Note: Pinning a note pins a copy of it to the top of the Stream. The original note stays in its original position, so the timeline of notes made against the record stays accurate.