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On the schedule board, double-click the appointment to open the Details window.
Note You can also right-click the appointment and choose View Service Details/View Job Details to access the Details window.
- Choose the Notes
button. The Notes window displays. 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, right-click the appointment and choose Add New Appointment Note.
Note You can also double-click the appointment, or right-click the appointment and choose View Service Details/View Job Details, to appointment to open the Details window. Then choose the Notes
icon.- 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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