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Notes

Example

Notes

  • Sam Taylor 2 hours ago
    Client wants to complete before the end of the month. Called the seller's agent to confirm access for the survey.
  • Jo Patel Yesterday
    Searches ordered for 14 Orchard Lane.
  • Sam Taylor 3 days ago
    Instruction confirmed by email.
  • Jo Patel Last week
    Quote accepted by the client.

Variants and states

Rich note with client-visible badge

Notes

1
  • Sam Taylor Edited from a call Visible to client

    Survey booked for Friday.

    • Access via the agent
    • Keys with the seller

Own note with edit and add

Notes

2
  • Sam Taylor Visible to client

    Mortgage offer received.

  • Jo Patel

    Seller has accepted the revised date.

After a delete

Notes

1
Note deleted
  • Jo Patel

    Seller has accepted the revised date.

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Notes

  • Sam Taylor

    Quote sent to the client.

  • Jo Patel

    Price agreed with the referrer.

Latest note

Latest note

  • Sam Taylor 2 hours ago
    Client wants to complete before the end of the month. Called the selling agent to confirm access for the survey and asked for the keys to be held at the office until Friday morning.

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Source

_Notes.cshtml on GitHub