To attach a diary event, email, documents and notes to a relevant property, open any property record and click on the ‘Journal’ tab. You will be presented with 4 new tabs on the top of the Journal module (Diary, Emails, Documents, and Notes)

Diary Event

 Whilst on the ‘Diary’ tab click on ‘Add’ to open the ‘Diary Entry’ window, from here you can create your diary event. Fill in all details such as subject, type of activity, event or viewing. Select the date and time of the task and fill in any appropriate notes. You can link the diary event to any current work orders or projects and any other related contacts.

You can ‘Assign’ the diary event to a user in your office.

You can also make it a ‘Recurring’ event, repeating the diary event every day, week, month or year.

There is a sync to Outlook tick box which if highlighted will send to your Microsoft Outlook Diary.

The ‘Completed’ tick box will archive the diary event and remove it from your ‘to do’ filters.

When all the information is entered click ‘Save and Exit’, this event will now display in the diary window.

Emails

 In the ‘Emails’ screen any emails sent/received via Decorus will be shown on this screen within the particular property record.

You can view and open any emails that are displayed n the emails window by double clicking on the relevant email or remove any old emails you no longer need by single clicking on the email to highlight it and then click delete.

PLEASE NOTE: any sent Emails from Decorus will be stored in this journal automatically.

If you receive an Email in Microsoft Outlook and want to save the Email and its attachment into the journal, then you need to ‘Drag’ the Email into the box highlighted above.

It will come up with the screen to save the Email and its attachment to the journal – Click ‘Save’ 

 To attach documents to Decorus click on the ‘Documents’ tab. This will display any documents ever merged or attached against this property.

To attach any other documents such as images or any letters that have not been created in Decorus click on the ‘Add’ button, this will open the ‘Document Attach’ window (above) from here you can attach any new documentation using the ‘Attach File’ button

Or an option to scan any documents directly from Decorus such as written documents by using the ‘Scan Document’ icon.

 Notes

 To attach any other notes to the contact record, click on the ‘Notes’ tab. In this window you can see any notes attached by any other users or ‘Add’ your own notes, if you have a list of notes you can select all or several and print them.

When you click the ‘Add’ button the ‘User Note’ window will open, on here you can type any general notes against the contact and even attach documents. Use the ‘Property’ and ‘Tenant’ drop down boxes to attach the note against other properties or tenants if applicable. Click ‘Save’ when completed to add the note to the ‘Notes’ summary screen.