Add 'Note/Remarks' on the Contacts page when creating new Contacts

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PropWorkz PM

• 02 July 2026 14:16

When we input new contacts, is it possible to add "NOTE / REMARKS" item?  

coz' sometimes we wanna to mark some notes on the contact such as 'buying the property for kids' or 'looking for 2 bedroom apartment within 900k'....these notes is very very important to our daily operations.....thanks.

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  Luke Paverd

  • 02 July 2026 23:28

  Thanks for your feedback.

  When you create a contact, you are taken to the contact overview page, there is a field called "Background info" on the left hand side there that you can use for this information.

  You're also able to customise the fields and add extra fields. For more info on how to do that, please see this article https://crmsupport.propertyme.com/hc/en-au/articles/53761039288473-Set-Up-A-Custom-Field

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  Trevor Bragg

  • 03 July 2026 00:14

  Also, in the mobile app at an inspection, you can add a contact and there is an additional notes field under "Show More Details" for adding notes. This can be used for when you want to record initial information about the contact.

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