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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.
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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 choose 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.
- 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 service , a service appointment, and/or a job appointment.
- If no attachments currently exist, choose the View Attachments
icon. - If there are attachments, choose the View Attachments
icon. Then choose the Add Attachment icon
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