Working with notes and attachments

Notes and attachments work the same throughout Schedule. 

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Working with notes

You can view notes that are related to a service call, such as customer and location notes. You can also create notes that pertain to a service call or service appointment.

Available note types are customer, location, service call, and contract. Notes can be added from the appointment details or from the Customer Hub.

View or change a note

1. On the schedule board, double-click the service appointment.

2. Choose the Notes   button. The Service Notes window is displayed.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.

Create a note

1. On the schedule board, double-click the service appointment.

2. Choose the Notes  icon. The Service Notes window is displayed.

3. Choose Add New Note  icon. The Note Detail window is displayed.

4. Enter the Subject.

5. The author defaults to the current user however you can choose a different author.

6. Specify whether the note serves as a reminder note (Reminder) and/or can be printed (Printable).

7. Enter the note text in the box.

8. Choose Save.

Working with attachments

You can view attachments that are related to a service call. You can also add attachments that pertain to a service call or service appointment.

View an attachment

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.

2. Choose the Attachment  icon.If the Attachment icon displays as blank  , no attachments have been added.

3. In the Attachments for Service Call window double-click the attachment to view.

Add an attachment

1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  

2. Choose the Attachment   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.