Many major windows in Job Cost have the reminder notes feature, enabling you to attach multiple free-form notes to a record. The reminder note is indicated by a notepad button.

You can see a list of all reminder notes for a job, choose to be reminded of the note on a specific date when you start Job Cost, and choose to make the note printable.

Each window in Job Cost has a notepad button in the button bar to attach window-level notes. These notes can be used to attach instructions for completing the window and are separate from the reminder service notes.

Creating a reminder note

To create a reminder note:

1. Choose the notepad button in any field with an attached notepad button.
2. Complete the following fields, as necessary.
   • Note Index
     Enter a name for the note. Each note for a window must have a unique name.
   • Author
     Defaults with the current user. Use the lookup to change the author if needed.
   • Reminder?
     Mark this checkbox if you would like to receive a message, upon opening Job Cost, that a note exists marked for the current system date. The current date defaults in the Reminder Date field, and can be edited. You must mark this checkbox if you want to be able to view the note in the Reminder Notes window.
   • Printable?
     Mark the Yes radio button if you want to be able to print the note. See Printable notes in the Dexterity reports section of the Signature Reports documentation for instructions on printing reminder notes.
   • Scrolling window
     Enter the note in the scrolling window.
3. Choose Save. Once a note is created, the notepad button changes to show it has information or data.

Viewing reminder notes

1. Choose Inquiry > Job Cost > Reminder Notes.
2. Enter a Date or choose the lookup button in the Date field to open the Query window, where you can enter a date range. A list of notes that had the Reminder? checkbox marked displays in the scrolling window.
3. Choose the lookup button in the Author field to choose an author.
4. Double-click a note in the scrolling window to open the Notes window, where you can view and edit the note.