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