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(2024.2) Service Remarks tab

Owned by David Engblom
Nov 22, 2024
1 min read

Remarks

The Remarks tab provides the User the ability to add comments and Remarks to this Service. By default, a Remark cannot be edited or deleted once it is added.

Note: Remember that depending on the System Configuration Remarks may not be editable once added.



Adding Via 360 View

Service 360 View form example
Service 360 View form example

An alternative way to add a 'Remark' is from the 360 Search. If a User selects a matching Service from the 360 search results, the Service 360 View form opens. At the bottom of this form, there are a series of buttons. Users can find the 360 View version of the image-20240611-152757.png  button. Clicking this button brings up the Add New Remarks form as well.

Aging a Remark