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notes notes

Working with notes

Available note types are service appointment, job appointment, service call, customer, location, equipment, and contract. Notes can be added from the Appointment context-sensitive menu on the Schedule Board and Customer Hub. Notes can also be accessed from the Appointment windows and the Service Call window.

• If no notes currently exist, choose the View Notes Image Addedicon.
• If notes currently exist, choose the View Notes Image Addedicon. Then choose the Add Note Image Addedicon.

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

View or change

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a service or job 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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1. Open the Note window. (See the NOTES TABLE above on how to open the window from the Schedule Board or Customer Hub.)

2. Enter the Subject.
3. The author defaults to the current user, however you can choose a different author.
4. Select the Reminder indicator if the note serves as a reminder note and select the Reminder Date.
5. Select the Printable? indicator if the note can be printed.
6. Enter the note text in the box.
7. Choose Save.

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 Image Addedicon.

Working with attachments

You can view attachments that are related to a service call, a service appointment, and a job appointment. You can also add attachments that pertain to a service call or service , a service appointment, and/or a job appointment. Documentation Reviewer

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Appointment

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• If no attachments currently exist, choose the View Attachments Image Modified icon.

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• If there are attachments, choose the View Attachments Image Modifiedicon. Then choose the Add Attachment Image Modified icon

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You can view and/or add attachments that are related to a/an:

View an attachment

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.
2. Choose the View Attachments Image Removed icon. If no attachments exist, the icon displays as Image RemovedOpen the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
3. In the Attachments window double-click the attachment to view.

Add an

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attachment

1. See Open the Attachments table above 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, 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.

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Delete an

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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.