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Job Notes

You can view the job notes from the Job form by clicking the Notes tab at the top of the form.  The Notes tab displays a single line item list of all the notes that have been entered for the selected job.  Clicking on the ellipse button next to a specific notes will open the Job Notes form displaying the details of that specific job note.  All the fields in the job notes list are read only.

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe Schedule button will open the Schedule Activities form, which will allow you to schedule an activity to be displayed in the Day Planner calendar.

Bullet PointThe New button will clear the form to allow a new note to be added.

Bullet PointThe Delete button will delete the selected Note.

Bullet PointThe Find button will allow you to Find notes.

Bullet PointThe Close button will close the Job Notes  form.

 

Press F1 or click F1-Help button in the Status bar for help on how to use the Job Notes form.


Related Topics

Adding Job Notes

Schedule Activities

Find