Add another tab in transaction
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sheri@listnshow.com
Inside a transaction, add a header tab (in addition to documents, contacts, etc.) The tab can be called "Notes" and it would be good to be able to free write transaction notes; i.e. 3/1/21 emailed agent with repair requests, waiting to hear back; 3/1/21 the 2 attorneys are discussing the seller issue, should hear back soon. Etc.
Javier Alvarez
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Javier Alvarez
Hi Sheri, We have a place you can add notes in the transaction file called Activities. When you are inside the transaction file, please look on the right hand side next to Tasks, there you will see Activities.
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sheri@listnshow.com
Javier Alvarez: Oh my goodness! How is it that I didn't know this? This is a game changer. Thanks Javier!