Notes and Notepad

Introduction

Notes can be added to various records within the program including (but not limited to) Customer:Jobs, Work Orders, Invoice Items, Vendors, Assets, and Customer Equipment, and Invoices (where the notes are called “Details”).  The notepad works the same way regardless of where it’s encountered.

Form Access

• The notepad for any given form is typically found in the right click menu.

Field & Button Definitions

• OK / Save & Close – Saves and closes the notepad.
• Cancel – Exits the notepad without saving.
• Info Stamp – Notes the author and the date of the note with one click.
• Clear – Erases the entire contents of the notepad.
• Print – Used to produce a hard-copy of the notepad.

Tips

• Notes created for customers and for vendors can be triggered to automatically pop-up when certain conditions occur.  For example, if a customer has an overdue balance a warning note can be set to pop-up if an attempt to create a new Work Order is made. These options can be found in the Additional Info tab and Additional Options section of each of those records.