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- On the schedule board, double-click the service appointment.
- Choose the Notes
button. The Service Notes window is displayeddisplays. If the Notes icon displays as blank , no notes are available. - Double-click the note, or select the note and choose Select. The Note Detail window is displayed.
- Make any changes and choose Save.
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- On the schedule board, double-click the service appointment.
- Choose the Notes icon. The Service Notes window is displayed.
- Choose Add New Note icon. The Note Detail window is displayed.
- Enter the Subject.
- The author defaults to the current user however you can choose a different author.
- Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).
- Enter the note text in the box.
- Choose Save.
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