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  1. Choose the notepad button in any field with an attached notepad button.
  2. In the Service Management Notes window, complete the following fields:
    • Subject
      Enter the subject of the note. The information entered is displayed in the list of notes for the entity. After you tab off this field, a confirmation message displays. Select Yes to add a new note or No to clear the Subject field.
    • Current Owner
      This field defaults with the current user. User the lookup to change the current owner, if needed. If you mark the Reminder check box, this is the user who receives the reminder notification.
    • Reminder
      Mark the check box if you would like to receive a message, upon opening Service Management, that a note exists marked for the current Microsoft Dynamics GP system date. You must mark this check box if you want to be able to view the note in the Reminder Service Notes window.
    • Reminder Date
      The current date defaults in the Reminder Date field and can be edited. The Microsoft Dynamics GP system user date is what triggers the reminder. 
    • Printable
      Mark the Yes radio button to be able to print the note in the Printable Notes report. Notes marked printable appear on workorder 1 and T-card formats by default.
  3. Enter the note in the scrolling window.
  4. At the bottom of the window, the following information displays:
    • Created User
      The user who created the note.
    • Modified User
      The user who last modified the note. This is blank when creating the note.
    • Last Changed
      The date and time the note was last updated.
  5. Choose Save.

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