Most major windows in Service Management have the notepad feature enabling you to attach free-form notes to a record. These notes can be marked to remind you to do something in the future. Each window in Service Management has an Add Note button in the button bar to attach window-level notes. These notes can be used to attach instructions for completing the window and are separate from the reminder service notes. You will also find the notepad icon next to other fields to attach a note to that entity, for example, adding a note to a specific contract, customer, job, and/or location. Notes added at the customer and location level are also viewable in Schedule 2024 and later.
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Creating Reminder Notes
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