Notes and attachments work the same throughout Schedule.
Working with notes
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.
If no notes currently exist, select the View Notesicon.
If notes currently exist, select the View Notesicon. Then select the Add Noteicon.
You can view and/or create notes that are related to a/an:
NOTES TABLE
Schedule Board
Customer Hub
Service/Job Appointment
Double-click the appointment to open the Appointment window.
Right-click the appointment and select Add New Appointment Note.
Select the customer and then select the Open Appointments tab. Right-click on the appointment and select Add Note.
Service Call
Right-click on the service appointment and select View Service Call to open the Service Call window.
Select the customer and then select the Open Appointments tab. Right-click on the service appointment and select Open Service Call.
Select the customer and then select the Service Calls tab. Right-click on the service call and select Open Service Call.
Customer
Right-click the customer and select Add Customer Note (or View Customer Notes and then select the Add Noteicon).
Location
Right-click the customer and select Add Location Note (or View Location Notes and then select the Add Noteicon).
Equipment
Select the customer and then select the Equipment tab. Right-click on the equipment and select Add Note.
Contracts
Select the customer and then select the Contracts tab. Right-click on the contract and select Add Note.
View or change a service or job appointment note
Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
Double-click the note, or select the note and select the Edit Noteicon. The note displays.
Make any changes and select SAVE.
Create a note
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 select 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.
Select Save.
Delete a note
Open the Notes window. See the NOTES TABLE above for information on how to open the window from the Schedule Board or Customer Hub.
Select the note and select the Deleteicon.
Working with attachments
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, a service appointment, and/or a job appointment.
If no attachments currently exist, select the View Attachments icon.
If there are attachments, select the View Attachmentsicon. Then select the Add Attachment icon
You can view and/or add attachments that are related to a/an:
ATTACHMENTS TABLE
Schedule Board
Customer Hub
Service/Job Appointment
Double-click an appointment to open the appointment.
Right-click on an appointment and select New Appointment.
Select the customer and then select the Open Appointments tab. Right-click on the appointment and select Open Appointment.
Service Call
Right-click on the service appointment and select View Service Call to open the Service Call window.
Select the customer and then select the Open Appointments tab. Right-click on the service appointment and select Open Service Call.
Select the customer and then select the Service Calls tab. Right-click on the service call and select Open Service Call.
Customer
Right-click the customer and select Add Customer Attachment or View Customer Attachments.
Location
Right-click the customer and select Add Location Attachment or View Location Attachments.
Equipment
Select the customer and then select the Equipment tab. Right-click on the equipment and select Add Attachment or View Attachments.
Contracts
Select the customer and then select the Contracts tab. Right-click on the contract and select Add Attachment or View Attachments.
View an attachment
Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
In the Attachments window double-click the attachment to view.
Add an attachment
Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
In the Attachments window, select Add New Attachment icon. The Attachments window is displayed.
Enter the Description.
Edit the Date, if needed.
Choose SELECT FILE and In the Open window, select the file and then select Open. Or you can drag and drop the file into the window.
Select UPLOAD FILE.
Close the Attachments window.
Delete an attachment
Open the Attachments window. See the ATTACHMENTS TABLE above for information on how to open the Attachment window from the Schedule Board or Customer Hub.
Select the attachment and select the Deleteicon.
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