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Property & Compliance Management

Add notes to an account/status relation

Create a note against the supported relation.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Account Status → open record → Add Note

Before you start

Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit.

Follow these steps

  1. Open the relevant Property Status, Account Status or Approvals workspace.
  2. Create a note against the supported relation.
  3. The add_note/get_notes actions store and retrieve relation notes.
  4. Use the displayed action for this task and verify the resulting status or note.

Fields, rules and limits

  • The add_note/get_notes actions store and retrieve relation notes.

Check it worked

The property status, approval result or note is retained on the intended record.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The add_note/get_notes actions store and retrieve relation notes.

Why is the record or action unavailable?

Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit. Check the current company and record relationship before requesting additional access.