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Open the Notes window. (See the NOTES TABLE above on how to open the window from the Schedule Board or Customer Hub.)
- Double-click the note, or select the note and choose the Edit Note
icon. The note displays. - Make any changes and choose SAVE.
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Open the Note window. (See the table above the NOTES TABLE above on how to open the window from the Schedule Board or Customer Hub.)
- Enter the Subject.
- The author defaults to the current user, however you can choose a different author.
- Select the Reminder indicator if the note serves as a reminder note and select the Reminder Date.
- Select the Printable? indicator if the note can be printed.
- Enter the note text in the box.
- Choose Save.
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