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    Visit Notes
    • 13 Jan 2023
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    Contents

    Visit Notes

    • Updated on 13 Jan 2023
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    Article Summary

    The Properties screen allows you to display visit notes for all opportunities that are tied to the property. Visit notes are displayed by selecting Visit Notes from the drop-down.

    The notes are grouped by the visit. Each visit is identified by the route and visit date.

    The Note Created Date, Created By, Opportunity Name, and Ticket Number are also provided for each visit note.

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