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CREATE, EDIT & DELETE NOTES
| GovClarity® Help > Documentation > Notes | |
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GovClarity® users can create notes associated with a parcel. Notes are associated with the parcel and are a way for users to track information such as owner info, visits to city hall, documented issues, or recent contact information. Notes can be viewed by any other users within the same account. Create Notes Associated With a ParcelClick on a property to display the Location Information. From the Location Information Panel, click the Manage Notes link text under the Shared Notes card. When the Notes dialog box opens, click Add. A new window opens, to create/edit the note. Complete the form, adding Title, Note Type, Text, and click OK. |
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| Select OK to save the note. A summary window displayss with your note. |  |
| If you are done adding notes, select Close. If you would like to add another note, select Add and click OK. A Notes window will display summarizing your notes with the most recent note listed on top. | |
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Viewing Notes | |
| Click on the parcel to display the Location Information panel. The Notes card displays a preview of the notes associated with the selected parcel. In this example, 2 notes are attached to the Parcel. |  |
Editing Notes | |
| Click the parcel to display the Location Information panel. Click the Manage Notes link to edit notes associated with the parcel. | |
| A Notes summary window displays. Click the title link to edit the note. |  |
Deleting Notes | |
To delete a note, first, open the notes window. Then, click the recycle bin icon  next to the note you want to delete. A confirmation message will display to confirm the note deletion. | |
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| Note: Notes are shared, when a note is deleted, it is deleted for all users in the account. | |
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