Adding Notes
How to add a note and note icon definitions.
Add a Note
Open the service request to which you would like to add a note.
Create Note
Determine if you want the note to go to everyone or only be visible to your organization.
Type your note and hit Save.
Note Icons
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Attach File
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Attach any document to the service request for reference.
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Attach Invoice
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Attach the finalized invoice to the service request for review.
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"@" or Mention
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"@" or Mention someone within your organization if you would like them to review or work the service request.
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Link Service Request
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Link the current service request to another service request if applicable.
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Link Equipment
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Link current service request and equipment to another piece of equipment if applicable.
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Remind Me
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Set a reminder for a specific day to complete a task or review the claim. The reminder will be sent via email at midnight.
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Attach File
Attach any document to the service request for reference.
Attach any document to the service request for reference.
Attach Invoice
Attach the finalized invoice to the service request for review.
Attach the finalized invoice to the service request for review.
"@" or Mention
"@" or Mention someone within your organization if you would like them to review or work the service request.
"@" or Mention someone within your organization if you would like them to review or work the service request.
Link Service Request
Link the current service request to another service request if applicable.
Link the current service request to another service request if applicable.
Link Equipment
Link current service request and equipment to another piece of equipment if applicable.
Link current service request and equipment to another piece of equipment if applicable.
Remind Me
Set a reminder for a specific day to complete a task or review the claim. The reminder will be sent via email at midnight.
Set a reminder for a specific day to complete a task or review the claim. The reminder will be sent via email at midnight.
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Closing Note
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Select the closing note icon for reporting purposes when closing the claim. This is typically used to confirm the service request was closed and provide any technician or resolution notes.
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Closing Note
Select the closing note icon for reporting purposes when closing the claim. This is typically used to confirm the service request was closed and provide any technician or resolution notes.
Select the closing note icon for reporting purposes when closing the claim. This is typically used to confirm the service request was closed and provide any technician or resolution notes.