Page Comparison

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You can view and/or create notes that are related to a/an:

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NOTES TABLE

Schedule Board

Customer Hub

Appointment

Right-click the appointment and choose Add New Appointment Note.
In the Appointment window, if no notes currently exist, choose the View Appointment Notes icon.
In the Appointment window, if notes currently exist, choose the View Appointment Notes icon. Then choose the Add Note icon.

Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose Add Note.

Service Call

Right-click on the service appointment and choose View Service Call to open the Service Call window.

Select the customer and then choose the Open Appointments tab. Right-click on the service appointment and choose Open Service Call.
Select the customer and then choose the Service Calls tab. Right-click on the service call and choose Open Service Call.

Customer

Right-click the customer and choose Add Customer Note (or View Customer Notes and then choose the Add Note icon).

Location

Right-click the customer and choose Add Location Note (or View Location Notes and then choose the Add Note icon).

Equipment

Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Note.

Contracts

Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Note.

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You can view attachments that are related to a service call. You can also add attachments that pertain to a service call or service appointment.