Filed against the record
Under Related to, a note attaches to the contact and the property, so it is on the record the next time anyone opens it.
Write it down once, against the right property.
Built for Northern Cape estate agents working Hadison Park, Memorial Road, Royldene, and beyond. Notes has no provincial version and nothing regional to switch on. Agents in Northern Cape get the same screens and the same fields as agents anywhere else in South Africa. What changes is the stock you work, not the software.
From a property, a contact, or Notes in the sidebar on a desktop screen and under More on a phone, add a note. It takes a title and a free-text description, both typed.
Under Related to, attach the note to the contact and the property it belongs to, so it stays with them rather than floating on its own.
Under Who has access, choose whether the note stays with you or is shared with the workspace.
Files on a record accept mp3, wav, ogg, amr and m4a, so a voice memo recorded on your phone can be uploaded and kept alongside the note.
Under Related to, a note attaches to the contact and the property, so it is on the record the next time anyone opens it.
Every note carries its own access list, so you decide whether it stays with you or is shared across the workspace.
The file uploader on a record accepts mp3, wav, ogg, amr and m4a, so a voice memo recorded on your phone can be attached to the record.
Yes. Notes has no Northern Cape version and no provincial setting to configure. An agency working Hadison Park, Memorial Road, Royldene, and beyond gets the same screens, the same fields and the same defaults as an agency anywhere else in South Africa. The province is the context you bring to it: median Northern Cape price is R720k, and the trend there is steady, mining + agriculture led.
Not inside RealtyPA. There is no recording button and no transcription. Your phone keyboard's own dictation works in the description field, the same as it does anywhere else.
Only if you give them access. Each note has its own access list under Who has access.
Yes, as a file. Files on a record accept mp3, wav, ogg, amr and m4a. RealtyPA stores it and hands it back as a download or a share. It does not transcribe it or search inside it.
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