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For more information regarding other indicators, see Symbols, Buttons, and Indicators.

Select the Notes icon to the right of the Customer ID, Location Address ID, Contract Number, Equipment ID, and Job Number fields to view, edit, add, and delete notes. See Reminder Notes in Service Management.

You can use the Service Manager window to locate records, to view a customer's status, and to navigate to the Customer, Location, Equipment, Maintenance Contract, Contract Quote, and Service Call windows.

childrenUse the Go To button from the Navigation ribbon to quickly access the customer's branch, master contract, quote, and location contacts.