Add Parcel Post-It

This feature allows you to add a Post-It to a parcel with a quick blurb containing any pertinent information that you feel necessary to add. The Post-It will have the owner’s name, the ability to set a reminder and reminder date. It will also show you who it was added by and any information typed in the notes section.

 

When checked, the Set Reminder option will allow you to enter a date on which you wish to be reminded. Once the date has arrived, the system will begin reminding you every time you log in that records exist with an active reminder and ask if you would like to review them. A positive response will cause all records with a reminder date that has been reached and still active to become the active record set for you to scroll through and review the Post-It notes.

 

This is a valuable feature that will help you remember inspection dates or any other critical dates.  For this feature to work you must have a selected parcel displayed, then select Utilities | Add Parcel Post-it:

 

 

Once created a yellow Post-It icon will display on the main screen beneath the toolbar.  Clicking that icon will open the Post-It for review, edit, or deletion. This is not viewable unless the user is logged in.

 

The system allows the user to choose a color to be associated with each category of Post-Its. Using this, Post-It categories could be created for each user and a color associated with each. To apply a color to a Post-It category, navigate to Utilities | Configuration Options | Post-It Types. Click Modify for an existing Post-It category or select Add for a new category. At the bottom, there is a Color field. Double-click inside the color box and select the color you wish to associate with that Post-It category.

 

When a parcel is selected that has a Post-It, the Post-It icon visible on the main screen will display the corresponding color for the Post-it. Note, if there are multiple Post-Its categories on a single property that have more than one color, due to space limitations on the screen, this icon will be used to indicate multiple Post-It categories.