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Adding notes to jobs

Practice Manager only

You can add extra notes to an existing job. The notes attached to a job can also be edited in a similar way.

To add notes to an existing job
  1. Click Jobs on the toolbar. The Job Manager — Job Sheet opens.
  2. Right-click on the table and select Field Chooser.
  3. Drag and drop Notes into a heading row of the Job Manager — Job Sheet.
  4. Click the Notes cell for the Client/Job where notes are to be added.
  5. Click the ellipse button in the Notes cell. A Notes window opens.
  6. Enter information about the job. The notes are displayed in the Notes column.
  7. Edit any existing notes from the Notes column.
  8. Close the Notes window.

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