To add a System 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 the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click the Sites/Systems tab, and then in the Site Number column, click the hyperlink of the Site to which the System is linked to add a note.
The Site record opens. Click the Systems tab.
A list of Systems attached to the Site is listed in the grid area. In the System Number column, click the hyperlink of the System for which you want to enter a Note.
The System record opens. Click 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.