How do I add any additional details to a record in Zoho FSM?

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.

  • Optionally, add attachments or a title to the note.

  • Click Save to save the note with the additional details.