Doorways provides the ability to leave a note on the Household’s file. These can include questions, comments, concerns, ETC.

There are multiple ways to add a Household Note. Below, we have provided both a video demonstration as well as step-by-step instruction on three different ways you can add a Household Note.

From The Household:

From the Notes tab:

1. Navigate to the household you want to create a note for.
2. Click the “Notes” Tab:
   
3. Select “Add Note”:
   

Note Categories:

When adding a note to a household you will be prompted to choose a category as follows:

1. Alert – Every time this page is visited, a pop-up with the note will appear.
2. Billing Statement – (definition).
3. Cash Receipts – (definition).
4. Collections – (definition).
5. Other – Miscellaneous comments on a tenant/unit.
6. Phone Call – (definition).
7. Rent Change Notes – To make known that a rent change was made.
8. Unit Turn – (definition).
9. Waiting List – Notifying users of a change in waiting list status for a tenant.

Fill out the body of your note.

Click “Save.”

From the Household Overview:

1. To create a new note, find the notes widget at the bottom of the household page you wish to comment on. Then click the “+” or new note button.
2. A pop-up will appear prompting you to choose the “Note Category.” More information as to what each category pertains to is found above.
3. Click inside the “body” section then begin typing your note.
4. When finished typing the message of your note, click “OK,” and your note will be saved for all users and administrators to see on the tenant/unit page.

From the Tenant Ledger:

1. To create a new note, find the notes widget at the bottom right of the tenant ledger page you wish to comment on. Then click the “+” or new note button.
2. A pop-up will appear prompting you to choose the “Note Category.” More information as to what each category pertains to is found above.
3. Click inside the “body” section then begin typing your note.
4. When finished typing the message of your note, click “OK,” and your note will be saved for all users and administrators to see on the tenant/unit page.

Adding a Household Note From a Group:

1. Navigate to the Groups area at the top of your screen:
   
2.  Select a group:
   
3. Click on the pencil icon next to the Household to see or add notes:
   
4. Click the plus icon in the upper right-hand corner to add a new note.
5. Select the note type and fill out the body of the note.
6. Click “Add”.
7. Success! Your note will now show up for you here as well as in the Notes tab on the Household record.

Adding a Household Note From the Late Fees Area:

1. Navigate to the Accounting tab in the Header:
   
2. Click on the Late Fees tab:
3. After filtering on the individuals who are receiving a late fee, select the Pencil Icon next to the one whose notes you need to see/add to:
   
4. Click the Plus “+” icon in the top right
5. Select your note category and fill out the body of your note.
6. Click Add to the note.
7. Success! Your note will now show up for you here as well as in the Notes tab on the Household record.