To add a Work Order Note, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Work Orders tab. A list of all open Work Orders is displayed. In the WO# column, click on the hyperlink of the Work Order for which you want to add a Note.
If the Work Order has been closed, click the Show Closed Work Orders button to locate the work order.
The Work Order record opens. Click on the Notes tab, and then click the Add Note button.
The Note Edit form opens. Each data entry field is described below.
Data Entry Fields
Data entry fields preceded with an asterisk are required.
- *Note: Type in the note. Maximum of 500 characters allowed.
- *Type: Make a selection from the drop-down list — either Critical or Standard. You can save multiple notes with the Critical Type.
- Critical Type — If the note is saved with this type, whenever the Customer record is accessed, this note will pop-up on the page.
- Standard Type — This type is selected for non-critical notes.
- Expiration Date: If you selected Critical in the type field, and you want this note to stop popping-up after a certain period of time, then enter the end date for the critical note.
When finished filling in the form, click the Save button at the bottom of the form.