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For more information regarding other indicators, see Symbols, Buttons, and Indicators 2024.

Select the Notes icon to the right of the Customer ID, Location Address ID, Contract Number, Equipment ID, and Job Number fields to view, edit, add, and delete notes. See Adding Notes in Service Management.

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Use the Go To button from the Navigation ribbon to quickly access the customer's branch, master contract, quote, and location contacts.

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See also:

Child pages (Children Display)