Keeping NotesFor instance, did you know you can attach private notes to any agent or query in the system? These can be any tidbit of information you think is worth saving. And, unlike posting comments on an agent's profile, these are completely private. Only you can see them.
Creating notes is easy and can be attached to any query in your query list. Go to your query list page, or the agent search page, and click the "Notes" icon as shown below.
You can also create notes from the agent's profile page as shown here:
After adding a note, the "Notes" icon will turn green so you know a note is there.
Setting RemindersReminders are like notes, except they'll pop up on a day you specify and remind you to do something. You can use them to remind you to check the status of a query, or anything else you can think of. They're set much like reminders, except you click the "Bell" icon instead of the note icon. Like notes, the reminder icon is available on either the query list, the search list, or an agent' profile.
When setting a reminder, enter a short message to yourself and then specify the date to be reminded. That's all there is to it. On that date, a message will appear at the top of each QueryTracker page informing you of the reminder. If you're a Premium Member you can choose to have reminders sent to you via E-Mail.
And that's all there is to notes and reminders.