Zoho FSM | Notes

Notes

Use Notes to add any additional information you might want to include in your record. You can add notes for the records in Contacts, Companies, Requests, Estimates, Work Orders, Service Appointments, Services And Parts, Assets, and Crew. When you import and export records, you can include the notes too.

- Permission Required: Notes

Add Notes 

To add a note:
  1. Click on the module record to which you would like to add notes.
  2. Click on the Notes tab.
  3. Type in the note in the textarea provided and click Save.



    Click Add Title to include a title for the note. Click Attach File to include attachments.



    You can either drag and drop the files or select them from your computer. Click the Edit icon [] to make changes to the file name, if any, and click to save the changes. To a note, you can include a maximum of 20 attachments provided their combined size is only up to 150 MB.


You can also add notes from the mobile app. The notes added in work orders and service appointments can also be seen from the Dispatch Console.

Bulk Upload of Attachments

You can upload attachments in bulk. When you attach more than five attachments, multiple notes will be created with the attachments split between these notes.


Manage Notes 

The added notes can be edited [] or deleted [].
 

 
The attachments can be downloaded [], previewed [], or deleted [].

Tagging Users In Notes 

You can tag Zoho FSM users in a note. To tag a user, type the at sign, @, in the note. Select the user you want to tag. If the logged in user does not have the User Management permission, then the email address of the user will not be displayed.


 
The tagged user will be notified.
 

 
All the users, irrespective of their access permissions, will be available for tagging. If the user who was tagged does not have access to the record in which the note is present, then that user will be shown an error message (The record you are trying to access is not available.) when they click on the notification.

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