To the right of the Reports tab is the Notes tab. This is a compilation of the notes or questions your CSM has left regarding any data points across the leases in the building.

Please follow the steps below to respond to the notes left by your CSM:

Click on the 'Notes' tab to view comments and questions.
To change the sorting, click the arrows next to each column name.
Click on each line item to see the note details in the panel on the right.
Each note is associated with a captured data point in a lease document. To get more context, click on 'View in Doc' in the upper right corner.
Notes requiring a response will show "Action Required". These notes will have either a high or low priority status. Notes marked "high" priority require a more urgent response as they are critical for updating tenant data.
You may reply to the note by clicking the 'Reply' button in the right-hand panel on the Notes page, or directly within the document if you opened it.

New Features: Replying to Notes & Tasks

PRODUCT UPDATE: Replying to Notes & Tasks