If you’re working across multiple views of the same property, there’s no need to rewrite or recreate your notes from scratch. With just a few clicks, you can duplicate any existing note to another view. The title and description of the original note will be copied, but comments will not be included in the duplicated version.
This is especially useful when sharing updates across teams, preparing different views for internal vs. client use, or organizing work by phase or service.
Steps to Duplicate a Note:
- Click on the note you want to duplicate.
- Click the three dots in the top-right corner of the note and select “Copy to Another View” (second last option).
- Click the dropdown arrow to expand the list of available views. Select the view you want to copy the note to.
- Click “Copy to Selected View.”
- The note will now be available in the selected view the next time you open it.