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View or change an appointment note

  1. Open the Notes window. ( See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.)

  2. Double-click the note, or select the note and choose the Edit Note icon. The note displays.
  3. Make any changes and choose SAVE.

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Delete a note

  1. Open the Notes window. ( See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.)
  2. Select the note and choose the Delete icon.

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attachments_table
ATTACHMENTS TABLE

Schedule BoardCustomer Hub

Appointment

  • Double-click an appointment to open the appointment.
  • Right-click on an appointment and choose New Appointment.
  • Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose Open Appointment.
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 Attachment or View Customer Attachments.
Location
  • Right-click the customer and choose Add Location Attachment or View Location Attachments.
Equipment
  • Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Attachment or View Attachments.
Contracts
  • Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Attachment or View Attachments.

View an attachment

  1. Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to access open the Attachment window from the Schedule Board or Customer Hub.
  2. In the Attachments window double-click the attachment to view.

Add an attachment

  1. Open the Attachments window. See the the ATTACHMENTS TABLE above  above for information on how to access open the Attachment window from the Schedule Board or Customer Hub.
  2. In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
  3. Enter the Description.
  4. Edit the Date, if needed.
  5. Choose SELECT FILE and In the Open window, choose the file and then choose Open. Or you can drag and drop the file to the window.
  6. Select UPLOAD FILE.
  7. Close the Attachments window.

Delete an attachment

  1. Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
  2. Select the attachment and choose the Delete Image Addedicon.