The Person Record in Vebra/Encore Live had a Notes field on the Requirements tab where notes could be added about the person’s specific requirements. These notes are also shown in property matches and help decide if the person is suitable or not for the property being matched.
The same field is available in Alto, again on the Requirements tab. The notes will also be shown when matching a property in Alto.
- Click Contacts on the main toolbar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- Click Requirements on the side menu
- Scroll down to Additional Profile Notes
For more information on Applicant Requirement notes in a Property Match, click here