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Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
- Double-click the note, or select the note and select the Edit Note icon. The note displays.
- Make any changes and select SAVE.
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Open the Note window. (See 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 select 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.
- Select Save.
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- Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
- Select the note and select the Delete icon.
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- 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.
- In the Attachments window double-click the attachment to view.
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- 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.
- In the Attachments window, select Add New Attachment icon. The Attachments window is displayed.
- Enter the Description.
- Edit the Date, if needed.
- Choose SELECT FILE and In the Open window, select the file and then select Open. Or you can drag and drop the file into the window.
- Select UPLOAD FILE.
- Close the Attachments window.
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- 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.
- Select the attachment and select the Delete icon.
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