Work with general notes

You can use general notes to provide additional information about records such as Parts Catalog, Shop Inventory, Units, Invoices, and Repair orders.

Adding general notes

You can add general notes to the Edit Notes or Order Notes windows for master records or orders, respectively.

  1. Retrieve the record that needs general notes.

  2. Click Notes located in the command section of the window.

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    • For master records such as Parts Catalog, Shop Inventory, and Units, the Edit Notes window opens.

    • For orders such as Estimates, Invoices, and Repair Orders, the Order Notes window opens.

  3. Click inside the notes window.

  4. Enter your note.

  5. Click OK.

Editing general notes

You can make changes to the notes that you added for your master records and orders.

  1. Retrieve the record with the note you want to update.

  2. Click Notes.

  3. Add new information or edit the existing content.

  4. Click OK.
    Your updates will display when you open notes again.

Removing general notes

You can remove notes that have been added to the Edit Notes or the Order Notes window.

  1. Retrieve the record with the note you want to remove.

  2. Click Notes.

  3. Highlight the content in the Edit Notes or Order Notes window.

  4. Press DELETE.

  5. Click OK.