Notes
Is there a way to bulk delete attachments from multiple notes?
Currently, Zoho FSM does not support bulk deletion of attachments from multiple notes at once. Each attachment can only be deleted individually by accessing the specific note or record. To delete attachments: Navigate to the Notes or Attachments ...
What happens to attachments if the parent note is deleted?
If the parent note is deleted, all attachments associated with that note will also be deleted. This includes: Files uploaded directly within the note. Files added through the Attachments tab, but linked to that note. Once the parent note is deleted, ...
Is there a file size limit for a single attachment?
Yes, in Zoho FSM, the maximum file size for a single attachment is 150 MB. When using the Notes tab: You can add up to 20 attachments per note. The combined size of all attachments in one note must not exceed 150 MB. If the total size exceeds the ...
Can I see which user added a specific note or attachment?
Yes, you can see which user added a specific note or attachment in Zoho FSM. To do this: Navigate to the Notes section. Click on the Users Filter. Select the user whose notes you want to filter. The notes created by that user will now be displayed.
What file types are supported for attachments in Zoho FSM?
Supported File Types: Documents: .pdf, .docx, .xlsx, .pptx, .txt Images: .jpg, .jpeg, .png, .gif, .bmp Compressed: .zip, .rar Data Files: .csv, .xml, .json
How to add an attachment?
You can add notes and attachments using either the Notes tab or the Attachments tab. Adding Attachments from the Notes tab: Open the relevant record (e.g., Work Order, Service Appointment). Go to the Notes tab and click Add Note. Enter your note ...
Why are notes not showing up in the Company record after adding to a Contact?
Notes added to a Contact will automatically appear in the associated Company record. If you're not seeing them: Ensure that the Contact is correctly linked to the right Company. Verify that you are checking the correct Company record.
If I delete a note by mistake, can I recover it?
No, once a note is deleted, it cannot be recovered. You will need to manually recreate the note if needed.
Can I edit a note from any associated record? How to edit a note?
Yes, you can edit a note from any associated record where it is visible. Any changes made while editing will be reflected across all the associated records where that note appears. To edit a note: Click the Edit [] icon next to the note. Make the ...
How long does it take for notes to sync across its associated records?
Notes sync instantly across all associated records (Work Orders, Estimates, Requests, or Service Appointments) as soon as they are added.
How can I identify where a note was originally added?
Next to every note, you will see the module name where the note was created (e.g., "Asset " or "Service Appointment ") with the icon()
If I add a note to a Request, Estimate, Work Order, or Service Appointment linked to an Asset, will it show up in the Asset record? Will notes from Work Orders and Appointments sync to the Asset record?
Notes added to a Request, Estimate, Work Order, or Service Appointment linked to an Asset do not sync back to the Asset. However, any note you add directly to an Asset will automatically appear across all records associated with that Asset — ...
If I add a note to an Asset, where else will it be visible? Does the note from an Asset automatically show in linked Service Appointments?
Yes. Any note you add to an Asset will automatically appear across all records associated with that Asset — including Requests, Estimates, Work Orders, and Service Appointments. However, notes added directly to a Request, Estimate, Work Order, or ...
If I add a note to a Contact, will it show up in the associated Company record?
Yes. Any note you add to a Contact will automatically appear in the associated Company record. However, notes added directly to a Company will not be pushed down to its related Contacts — they will remain only within the Company record.
How can I copy a Work Order note to its related Service Appointment?
There’s no need to copy notes manually. Notes added to a Work Order automatically appear in its related Service Appointments and its associated Requests and Estimates.
Can I see notes added to a Service Appointment in the related Work Order or Estimate?
Yes. When you add a note to a Service Appointment, the same note becomes visible in the associated Work Order, Estimate, and Request records. The note will carry an icon() showing the module where it was originally added.
Is there a way to communicate with my team regarding a Service Appointment, Work Order, Asset, or Customer in Zoho FSM?
Yes, Zoho FSM allows internal team communication using Notes with @mentions on records like Service Appointments or Work Orders. To communicate with your team regarding an appointment: Open the record. Go to the Notes tab. Click Add Note. In the note ...
Can I tag someone in a note?
Yes, you can mention your teammates directly in a note using the @ mention feature. Steps: Go to the record (e.g., Work Order, Service Appointment ). Click the Notes tab > Add Note. In the note, type @ followed by the Team member's name. Select the ...
Can I filter notes by team members?
Yes, you can filter notes by the users who created them. Steps: Open the Notes section. Use the Users filter to select one or more team members. Optionally, combine it with other filters like Module, Date, or This Record to narrow results further.
How can I see notes that specify me? How can I see notes that mention me?
You can view notes that mention you by using the search functionality in the Notes section. Steps: Go to the Notes section of a record. Click the search icon. Type @YourName (e.g., @Timothy) in the search bar. Select your name from the dropdown. This ...
Can I search for a note?
Yes, you can search for notes in Zoho FSM. To search a note: Go to the Notes section. Click the search option. Type at least four characters in the search bar. To search for notes tagged by a user, type @ followed by their name. Click This Record to ...
Can I download an attachment added by my team member? Can I print a note or download it as a PDF?
Yes, you can download attachments added by your team members. To download attachments: Go to the Attachments or Notes section. Locate the attachment. Click the more options icon (︙) in the attachment. Select the Download option to save the file. As ...
Can I differentiate notes like one of those is an important one? Can I mark or pin a note for quick access later?
Yes, you can differentiate and pin a note in Zoho FSM: To pin a note, click the Pin icon [ ]. This will fix the note at the top of the list within the record. Only one note can be pinned at a time per record, and it remains pinned only within the ...
Are the notes for a Service Appointment visible in the Dispatch Console?
Yes, you can see notes from the Dispatch Console. To view notes: Go to the Dispatch Console. Hover over the Service Appointment card in the Gantt view. Click the Notes Icon in the appointment preview pane. All notes related to that Service ...
Can I remove an attachment from a note after saving? Can I delete an attachment from a note?
Yes, you can delete an attachment from a note even after it has been saved. Steps to delete an attachment from a note: Open the record (e.g., Work Order, Service Appointment ) where the note is added. Go to the Notes tab and locate the specific note. ...
How do I add any additional details to a record in Zoho FSM?
You can use the Notes feature, to add additional details to a record in Zoho FSM. To add a note, Go to the record (e.g., Work Order, Service Appointment ). Navigate to the Notes tab. Click Add Note. Enter the details you want to add in the note. ...
Can I upload attachments in bulk?
Yes, you can upload attachments in bulk from the Attachments tab, irrespective of notes. There is no limit to the number of files, but individual attachments should not exceed 150 MB. Adding Attachments via the Attachments tab: Open the record. Go to ...
How do I find whether an attachment is linked to a note?
In the Attachments tab, linked attachments will display the "Linked to Notes" icon [ ]. This icon indicates that the attachment is associated with a specific note within the record.
Can I recover a deleted record? If I delete a note in one record, is it deleted everywhere it appears?
Once a note is deleted, it cannot be recovered. If needed, you will need to recreate the note manually. Notes can be deleted from any associated record where they are visible. When a note is deleted, it will be removed from all records it is linked ...
How do I delete a note?
To delete a note in Zoho FSM: Navigate to the record (e.g., Work Order, Service Appointment ) containing the note. Go to the Notes tab. Click the Delete ( ) icon next to the note you want to remove. Confirm the deletion when prompted. Deleting a note ...
How do I edit a note in Zoho FSM?
To edit a note in Zoho FSM: Open the record (e.g., Work Order, Service Appointment) where the note is added. Go to the Notes tab. Click the Edit icon [ ] next to the note you want to modify. Make your changes to the title, content, or attachments. ...
Is there a limit to the number or size of attachments I can add to a note? How many attachments can I add per note?
Yes, there are limits when adding attachments to a note in Zoho FSM, You can add up to 20 attachments per note. The total size of all attachments in a single note must not exceed 150 MB. If either of these limits is exceeded, Zoho FSM will ...
Can I include attachments when adding a note?
Yes, you can include attachments when adding a note in Zoho FSM. To attach files: In the Add Note dialog, drag and drop files or select them manually from your device. You can rename each file before saving by clicking the Edit icon [ ] next to the ...
Can I import and export notes in Zoho FSM?
Yes, you can import and export notes in Zoho FSM. Below are the details and limits. Importing Notes: You can import notes into the following modules: Contacts Companies Services and Parts Assets The import file must contain a column with a unique ...
How do I add a note to a record in Zoho FSM?
To add a note in Zoho FSM: Click on the module record (e.g., Work Order, Service Appointment ) to which you want to add a note. Go to the Notes tab and click Add Note. In the Add Note dialog box, enter your note. Click Add Title to give the note a ...