Page Comparison

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1. On the schedule board, double-click the service appointment.
2. Choose the Notes Image RemovedImage Added button. The Service Notes window is displayed. If the Notes icon displays as blank Image RemovedImage Added, no notes are available.
3. Double-click the note, or select the note and choose Select. The Note Detail window is displayed.
4. Make any changes and choose Save.

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1. On the schedule board, double-click the service appointment.
2. Choose the NotesImage RemovedNotes Image Added icon. The Service Notes window is displayed.
3. Choose Add New NoteImage RemovedNote Image Added icon. The Note Detail window is displayed.
4. Enter the Subject.
5. The author defaults to the current user however you can choose a different author.
6. Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).
7. Enter the note text in the box.
8. Choose Save.

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1. On the schedule board, right-click the service appointment, and then choose Open Service Call.
2. Choose the Attachment Image RemovedImage Addedicon. If the Attachment icon displays as blank Image RemovedImage Added, no attachments have been added.
3. In the Attachments for Service Call window double-click the attachment to view.

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1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  
2. Choose the Attachment Image RemovedImage Added icon.
3. In the Attachments for Service Call window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments for Service Call window.