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Kimberly Onnen

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  • If no notes currently exist, select the View Notes Image RemovedNotes icon.
  • If notes currently exist, select the View Notes Image Removed icon. Then select the Add Note Image Removed icon.

You can view and/or create notes that are related to a/an:

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NOTES TABLE

Schedule BoardCustomer Hub

Service/Job Appointment

  • Double-click the appointment to open the Appointment window.
  • Right-click the appointment and select Add New Appointment Note.
  • Select the customer and then select the Open Appointments tab. Right-click on the appointment and select Add Note.
Service Call
  • Right-click on the service appointment and select View Service Call to open the Service Call window.
  • Select the customer and then select the Open Appointments tab. Right-click on the service appointment and select Open Service Call.
  • Select the customer and then select the Service Calls tab. Right-click on the service call and select Open Service Call.
Customer
  • Right-click the customer and select Add Customer Note (or View Customer Notes and then select the Add Note Image Removed icon).
Location
  • Right-click the customer and select Add Location Note (or View Location Notes and then select the Add Note Image Removed icon).
Equipment
  • Select the customer and then select the Equipment tab. Right-click on the equipment and select Add Note.
Contracts
  • Select the customer and then select the Contracts tab. Right-click on the contract and select Add Note.

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  1. Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.

  2. Double-click the note, or select the note and select the Edit Note Image Removed icon. The note displays.
  3. Make any changes and select SAVE.

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  1. Open the Note window. (See the NOTES TABLE above on how to open the window from the Schedule Board or Customer Hub.)

  2. Enter the Subject.
  3. The author defaults to the current user, however, you can select a different author.
  4. Select the Reminder indicator if the note serves as a reminder note and select the Reminder Date.
  5. Select the Printable? indicator if the note can be printed.
  6. Enter the note text in the box.
  7. Select Save.

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  1. Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
  2. Select the note and select the Delete Image Removed icon.

Working with Attachments

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  • If no attachments currently exist, select the View Attachments Image Removedicon.
  • If there are attachments, select the View Attachments Image Removed icon. Then select the Add Attachment Image Removed icon

You can view and/or add attachments that are related to a/an:

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  1. Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
  2. In the Attachments window double-click the attachment to view.

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  1. Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
  2. In the Attachments window, select Add New Attachment icon. The Attachments window is displayed.
  3. Enter the Description.
  4. Edit the Date, if needed.
  5. Choose SELECT FILE and In the Open window, select the file and then select Open. Or you can drag and drop the file into the window.
  6. Select UPLOAD FILE.
  7. Close the Attachments window.

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  1. Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
  2. Select the attachment and select the Delete Image Removedicon icon.