Notes on properties and people

Notes let your team capture observations directly on a property or a person — an agreement, a caveat, or a reminder for whoever opens the case next. Every note is shared with the rest of your team, so you work in the same context instead of scattered emails and documents.

1Open the Notes tab

Notes are available on both properties and people. Open a property (/ejendomme/:bfe) or a person, and select Notes at the far right of the tab bar:

The panel is headed Shared with your team — anything you write here is visible to your colleagues on the same team.

2Write a note

The composer sits at the top of the panel. Type your note and save it:

Write a note or comment …

Click Add note to save. While the note is saving, the button changes to Adding …, and you get a confirmation: Note added.

3Read the team's notes

Notes appear as a list below the composer, newest first. Each note shows the author's initials, name, and timestamp:

• If the note is your own, (you) appears after the name.
• If a note was edited after it was created, it is marked · edited.
• If there are no notes yet, you see No notes yet with a short prompt to write the first one.

4Edit or delete your own notes

You can only change notes you wrote yourself — other people's notes are read-only. On your own notes, two actions appear on the right:

• Edit — opens the note inline. Adjust the text and click Save (or Cancel to discard).
• Delete — asks for confirmation before removing the note.

When you delete, a dialog opens:

Next steps

• Investigate a property
• Look up a person
• Roles and permissions in the team