How do I save emails to property Notes?

When you send emails from a property record, you can save them in the Notes section.

  1. Click Property on the main homebar
  2. Search for the relevant property in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant property from within the Last Viewed section
  3. Click the Notes tab
  4. Click Send Email
  5. Your default email program opens. Ensure the BCC field has the XXXX@jupixdropbox.co.uk email address 

This ensures the email is displayed in the Notes section of the property record.

Related articles: 

The Notes section

Add Note isn't showing

How do I lock a note on a record

Print the Notes section

Why am I unable to see all Notes

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