Difference between revisions of "SMO Notes"
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(Created page with "==Customer Notes= Unlimited notes can be recorded for the customer. Notes are automatically recorded who took the note and the date and time of the note. Steps: # Select the Note...") |
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Unlimited notes can be recorded for the customer. | Unlimited notes can be recorded for the customer. | ||
Notes are automatically recorded who took the note and the date and time of the note. | Notes are automatically recorded who took the note and the date and time of the note. | ||
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## Private: These notes are only for members of your company and not for customers. | ## Private: These notes are only for members of your company and not for customers. | ||
## System Notes: System generated notes. | ## System Notes: System generated notes. | ||
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# Enter the Note text | # Enter the Note text | ||
# Select Add Note | # Select Add Note | ||
Latest revision as of 23:30, 25 August 2013
Customer Notes
Unlimited notes can be recorded for the customer. Notes are automatically recorded who took the note and the date and time of the note. Steps:
- Select the Note Type:
- Site Notes are to track specific information about the site such as how the techs access.
- Service Request: For recording service request notes, usually for jobs.
- Service Performed: For techs to record the work performed and also to show the work performed for invoicing purposes.
- Private: These notes are only for members of your company and not for customers.
- System Notes: System generated notes.
- Enter the Note text
- Select Add Note