Adding Note to a Listing Record

There are several ways you can enter Notes to a Listing:

• From the Listing record
• From the Plus button next to the Global Search Bar
• From a Contact record
• During the Leads step-through - for further info, see the related Help Content HERE

Adding from the Listing Record

To enter Notes from the Listing record, you'll need to:

1. Go to Listing
2. Go to the Stream Tab
3. Click the Plus button next to Add Note
   
   
4. Choose the Note type
5. Enter the required fields
6. Click Save

Adding from the Plus button next to the Global Search Bar

You'll have much the same options you had when adding from the Listing:

1. Click the Plus button next to the Global Search Bar in the top right-hand corner of Rex
2. Choose Add Note
   
   
3. Choose the Note type
4. Enter the required fields; Ensure you link the related records when adding from here
5. Click Save

Adding from Contact Record

Once again, you'll have much the same options as the last two:

1. Go to the Contact
2. Go to the Stream Tab
3. Click the Plus button next to Add Note
4. Choose the Note type
5. Enter the required fields
6. Click Save