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Available note types are customer, location, service call, job, and contract. Notes can be added from the appointment details or from the Customer Hub.

View or change

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an appointment note

1. On the schedule board, double-click the appointment to open the Details window. 

   Note
   You can also right-click the

   service appointment.

   appointment and choose View Service Details/View Job Details to access the Details window.

   
   

2. Choose the Notes Image RemovedImage Added button. The Notes window displays. If the Notes icon displays as blank , 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.

Create a note

1. On the schedule board,

   double

   right-click the appointment and choose Add New Appointment Note.

   Choose the Notes Image Removed icon. The Notes window is displayed

    

   Note
   You can also double-click the appointment, or right-click the appointment and choose View Service Details/View Job Details,  to open the Details window. Then choose the Notes Image Added icon.

   
   

2. Choose Add New Note  icon. The Note Detail window is displayed.
3. Enter the Subject.
4. The author defaults to the current user however you can choose a different author.
5. Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).
6. Enter the note text in the box.
7. 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 icon. 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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