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:
- Click on the module record that you want to add the notes for.
- Click on the Notes tab.
- 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 include a maximum of five attachments provided their combined size is only upto 20 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.
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
The tagged user will be notified.
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