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