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Add Notes to Job

About Notes:


Notes can be added, viewed and modified by clicking on the note pad next to any job.  Additionally Job Notes can be added in Job Tracking.
Note:  The small number next to a note indicates the number of notes that have been created for this job.

To add a note, click the note icon:


You will be presented with the notes for the selected job.  See example below.



1. Click  the Add button to add an additional note to the job. 
2. Enter the date manually or select the date by clicking on the calendar icon. 
3. Select the manufacturer that this note is related to. 
To display the note on the Job Calendar, select the Show on Calendar box. 

Calendar Example with notes shown below:




See also