Activity Feed - How to Use

*Activity Feed has replaced the Notes section within a Property or Contact file

How to use the Activity Feed:

The Activity Feed will be found within anyProperty or Contact file.  You will see this in the center of the screen.

Adding a Note:

- You can add a note by typing in the Comment section or copy and pasting text from another program such as Word or Pages

Once you have entered the note hit 'Save Comment' to add the note.

**Notes cannot be deleted

 

Adding a Photo or Document:

**When adding a photo or document to a file, the document will save in the document section of that file, the photo will save in the photo section if added within a property file

There are 2 ways to add a photo or document:

1. Clip on the Paperclip icon to browse your computer

2. Drag and drop a file into the Comment section

Adding/Removing Followers to the Activity Feed:

*Only full access users can be added as a follower.

Adding:

1. when typing a note type @ then the users name.  So if the users name is john smith type in @john and the name will appear and you can select them.  Once the note is added that users will be added as a follower

2. On the right hand side there is a Followers Section.  Click in the field and type the name of the user.  Select the user from the Drop down menu

Removing:

To remove a user click on the 'X' next to the user in the Followers section on the right hand side of your screen

Shortcuts:

- Bold: Command + B (Control +B)

- Italicize: Command + I  (Control + I)

- Underline: Command + U  (Control + U)

- Post Comment: Command + Enter  (Control + Enter)

 

Email Notifications:

You will receive email notifications from the activity feed when:

- Added or removed as a follower

- when a photo or document is added

- when a property Stage or Status is changed

- when a contact type is changed

- when a property or contact file is deleted that you are a follower on

- when a note is added