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.
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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 — ...Can I add Notes or Attachments to a Company record?
Yes, you can add Notes and Attachments to a Company record. To add a note for a contact/company : Open the contact/company record. Go to the Notes tab and click Add Note. In the Add Note dialog, enter your note. (Optional) Click Add Title to give the ...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 ...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.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 ...