Overview
For most things in DoorLoop, you can add Notes to refer to later. For example, you might add notes to properties or units listing their appliance information or notes. Whether it's for a tenant, a lease, a prospect, an owner, a vendor, or a task, whatever you need to keep information for, adding notes might help you. Once added, you can also edit those notes if you want to update them with new information.
The Steps
You can add notes to almost any object in DoorLoop, whether it be a tenant, a lease, a property, or even a rental application. The process for adding and editing a note is the same for wherever you want to add a note. Just note that if you want to view a particular note later, you need to do it from the exact place you had added the note or search for it in the Notes section from the main menu.
Add a Note
To add a Note, find the object you want to add a note for in DoorLoop and click on it. So if you want to add a note to a unit, for example, you would click Rentals on the main menu and then click Units. Click on the unit you want.
Click on the Notes tab and then click the + Create New Note button.
Enter the following information for the note:
What's your note's title?: Easy, enter the title of your note so it is easy to find later.
Write your note...: Enter the content of your note.
Select Tags: If you've created Note Categories, you can assign your note to one of these categories so you can filter by it later. This can be helpful if you have a large number of notes and need to sort them.
Upload any necessary files (optional) and click Save to complete.
Tip: Notes that are created this way are internal and can not be seen by the tenant.
Edit or Delete a Note
If you ever need to edit a note, find it on the Notes tab of wherever you had created that note, and then click on it. If needed, you can filter the notes by the date created, who created the note, note tags (the note categories you've created), or use the search bar.
Make the changes you need to make, then click Save.
You can also click on the three vertical dots icon in the upper right corner of the note and choose Edit. If you need to delete the note, choose Delete.
Next Steps
Learn how to create Note Categories to help you organize your notes.