1.On the Case form on 4. Notes and Instructions tab are three fields available for notes and instructions

4. Notes and Instructions tab on Cases form

2.Read-Only Notes and Preferences are loaded from the Customer Settings > Preferences form.

3.If you need to add more Instructions check Allow Overwrite

4.Click on

5.Enter the Instructions and click .

Notes:

➢If by any reason you want to get back to the original notes , just uncheck the Allow Overwrite option and click on and the Preferences will be restored.

➢Separately Workorder notes can be entered and also Common Notes can be added simply by clicking on the and selecting the notes.

➢Delivery Notes are also available. You can enter text by typing it into the Delivery Notes area.

1.On the New Case form click on 6. Invoice and Totals

Invoice notes

2.Invoice Notes can be entered as text and will be printed on the Invoice. Also Common Notes can be added simply by clicking on the and selecting the notes.

1.On the 4.Case form Click on Preferences tab

Case Notes tab on cases form

2.Workorder Notes, Invoice Notes , Instructions and Task Preferences are displayed here. These fields are read only and cannot be changed from here.

Please Note: If you want to update workorder on Invoice notes please read the two sections from above. If you want to make changes to customer preferences please read this topic.