adding detailed notes

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adding detailed notes

Postby stcstc » Sat Dec 08, 2012 8:55 pm

is there a way of adding a detailed set of notes, even attaching a file to an order

what i was hoping to do was scan or type notes that i have written for an order

i belive most people print the work order then add the nots to that, it just seems like lots of paper

and not real for of backup

if that makes sense

I have looked through the manual and cant seem to find what i am looking for

what would be very cool is to use a touchscreen to scribble notes as part of the order!!!!
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Re: adding detailed notes

Postby JohnMcafee » Sun Dec 09, 2012 1:23 pm

Nice Idea.

We usually just scribble any additional notes that may be requied on the workshop copy of the printed docket. But I can see how the option for a notepad type attachment to each job would look more professional.

Watch for this feature in future versions. :)
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Re: adding detailed notes

Postby stcstc » Sun Dec 09, 2012 4:19 pm

yea it more than just sense

almost all the pos systems around seem to end us having to use more paper :-))

which kinda defeats the purpose of using the computer
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Re: adding detailed notes

Postby JohnMcafee » Tue Jan 01, 2013 9:08 pm

The latest release, 8.21, might have the feature that you're looking for.
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Re: adding detailed notes

Postby stcstc » Tue Jan 01, 2013 9:17 pm

oooooo, downloading now
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Re: adding detailed notes

Postby stcstc » Tue Jan 01, 2013 9:21 pm

downloaded, is there release notes somewhere. where do i add notes
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Re: adding detailed notes

Postby JohnMcafee » Tue Jan 01, 2013 11:00 pm

Have a peek in the help file.

The new note feature pretty much echoes the previously existing Customer Scratch-pad, and access to it is available from any screen where you would need to view or enter additional notes about a job.

Look for the new notepad type buttons. Not a lot of explanation necessary really, see below:
Attachments
Details.png
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Re: adding detailed notes

Postby stcstc » Tue Jan 01, 2013 11:23 pm

yea i found them

was hoping to be able to paste drawings for example into there, seems like its only text or am i doing something wrong
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