Create a Note

You can create notes for records such as service appointments, locations, service calls, job change orders, equipment, and equipment contracts.

1. Select the Notes tab for an entity.
2. Select the New icon.
3. Enter a subject and text for the note.
4. In the Internal Note field, select Yes if the information should appear only on internal reports and not on reports that are available to customers.
5. Select the Save icon.

The note is created and saved together with your user ID and the date and time. When you sync with the host system, the new note information is added to the appropriate record.

If there are two contracts with the same contract number, open or historical, and add a note to either contract, the notes will display on both contracts.