Be able to add notes on an owners account.
As we manage on behalf of owners often one person from our team may have a conversation with an owner that should be noted for other stuff to refer to in future. Or even just to document a conversation or specific owner request. It would be great to be able to have a central place under the owners that we can add important information that anyone can refer back to at anytime.
Thank you for your suggestion on a way we can improve RMS.
Currently available in all versions of RMS is the ability to record correspondence received or add notes to an Owner Profile.
Theese options can be found under the ‘Options’ menu on the ‘Correspondence’ tab of the Owner’s Profile in RMS.
For more information on recording received correspondence or adding notes please visit the below Help Centre article.
We appreciate your valuable feedback and look forward to introducing exciting new features from our user suggestions in the coming months.
RMS Product Development