Page Comparison

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1. On the schedule board, double-click the appointment to open the Details window. 

   Note
   You can also right-click the appointment and choose View Service Details/View Job Details to access the Details window.

2. Choose the Notes  button. The Notes window displays. If the Notes icon displays as blank , no notes are available.
3. Double-click the note, or select the note and choose Select. The Note Detail window is displayed.
4. Make any changes and choose Save.

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1. On the schedule board, right-click the appointment and choose Add New Appointment Note. 

   Note
   You can also double-click the appointment, or right-click the appointment and choose View Service Details/View Job Details,  to appointment to open the Details window. Then choose the Notes icon.

   
   

2. Choose Add New Note  icon. The Note Detail window is displayed.
3. Enter the Subject.
4. The author defaults to the current user however you can choose a different author.
5. Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).
6. Enter the note text in the box.
7. Choose Save.

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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 , a service appointment, and a job appointment.

View

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a service call attachment

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.
2. Choose the Attachment Image RemovedImage Addedicon. If an attachment exists, the Attachment icon displays as blank Image Removed, no attachments have been addedas Image Added.
3. In the Attachments for Service Call window double-click the attachment to view.

Add an attachment to a service call

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  
2. Choose the Attachment Image Modified icon.
3. In the Attachments for Service Call window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments for Service Call window.

View a service appointment attachment

1. On the schedule board, double-click the service appointment to open the service appointment window.
2. Choose the AttachmentImage Addedicon. If an attachment exists, the icon displays as Image Added.
3. In the Attachments window double-click the attachment to view.

Add a service appointment attachment

1. On the schedule board, double-click the service appointment to open the service appointment window.  
2. Choose the AttachmentImage Added icon.
3. In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments window.

View a job appointment attachment

1. On the schedule board, double-click the job appointment to open the job appointment window.
2. Choose the AttachmentImage Addedicon. If an attachment exists, the icon displays as Image Added.
3. In the Attachments window double-click the attachment to view.

Add a job appointment attachment

1. On the schedule board, double-click the job appointment to open the job appointment window.  
2. Choose the AttachmentImage Added icon.
3. In the Attachments window, choose Add New Attachment icon. The Attachments window is displayed.
4. Enter the Description.
5. Edit the Date, if needed.
6. Select Choose File.
7. In the Open window, choose the file and then choose Open.
8. Choose Upload File.
9. Close the Attachments window.