Existing applicant or property dated notes can be copied to either a property or applicant respectively.
In the example shown below a dated note has just been added to an applicant. This note can be copied to a property once the note is saved by clicking on the button.
The following screen will be displayed:
The property can be selected either by clicking on the drop down button or the look-up button. The selection criteria will be applied to either method.
The note can be amended, as shown, and once the property is selected the button can be clicked to copy the note to the property.
The original dated note is then updated with a to the right hand side of the note.
When you click on this button in the future it will open the property screen focused to 8 Journeys End.
The corresponding entry in the dated notes of the respective property will be updated as follows:
And, again, clicking on the button will open the applicant screen focused to the originating applicant.