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Board only

Years of calls in one log, not a drawer of sticky notes.

The office talks to owners every day. SoShiny keeps those calls, texts, emails, and visits in one searchable log, private to the board.

A homeowners association (HOA) office talks to people all day. A leak. A late payment. A plumber who did not show. Most of that history lives in one person's inbox, or it does not live anywhere.

Notes is a private log for the board and the manager. Each entry can be a call, a text, an email, a visit, or a general note. Mark inbound or outbound. Tag a voicemail. Set the date and time. Name who you spoke with.

Find it years later

Open Notes from the sidebar or from a unit. Search the text. Filter by kind, direction, voicemail, unit, person, date, or who logged it. Page through the list. Print or download a CSV of the filter you are looking at.

Write without the clutter

Add and edit on a clean screen. The search bar steps aside so you can type. Owners never see these notes. The next board inherits the record.

How real communities use it

Condo: the office logs every flood call on a unit, so the next manager is not starting from zero.

HOA: a year of follow-up calls stays attached to the lot, not the last volunteer's phone.

Pairs with Units, dues and parking and Member directory.

What you get

Search years of calls in seconds
Inbound, outbound, voicemail
Who you spoke with
Owners never see the log
Print or CSV the current filter
A clean write screen

How it works

1
Open Notes
2
Add the entry
3
Set the facts
4
Find it later

Guides and terms for this feature

Frequently asked questions

Can unit owners read these notes?
No. Notes are board and management only. Owners see their unit, not the office log.
Is this the same as a task?
No. A task is work to finish. A note is a record of what was said or decided.

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