Adding a main note (V8)
This function allows you to add a main note. This is visible to everyone on the workorder in the appointment list.
Where is the note?
In the workorder page, click on the green plus icon in the Notes box. Here you can add the Main note.
How does the note work?
Clicking on this note will open a pop-up where you can fill in the details.
The following fields are listed here:
- Note: The description. This is mandatory to fill in.
- Note visible to technician: This makes the note visible on the technician's tablet.
- Add attachments if necessary.
Then click Save.
The main note is now in the Notes tab.
In addition, the main note can also be seen in the appointment list. Hover over the icon to display the note.
Clicking on the pen icon allows you to edit the note.
Please note: You can only add one main note per workorder.
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