Notes

Navigation: Personal Property Appraisal > Batch Processes > Notes

Description

Add or edit notes related to your Personal Property appraisal tasks. Tags can be applied to identify various notes.

Steps

1. On the Notes Update screen, click to select an item in the Selection Method list.
2. Optionally, click the Selection Criteria button.
• On the Select Accounts screen, enter your search criteria and click Row Count at the bottom of the screen.
• Click Previous to return to the Notes Update screen.
3. In the Note Text panel, enter your note content.
4. Optionally, add or remove note tags.
5. Enter or select an action date for this note.
6. In the Schedule panel, enter or select the starting date and time.
7. Click Finish in the Command Item bar.