adding detailed notes

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stcstc

adding detailed notes

Post by stcstc »

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

Post by JohnMcafee »

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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stcstc

Re: adding detailed notes

Post by stcstc »

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

Post by JohnMcafee »

The latest release, 8.21, might have the feature that you're looking for.
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stcstc

Re: adding detailed notes

Post by stcstc »

oooooo, downloading now
stcstc

Re: adding detailed notes

Post by stcstc »

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

Post by JohnMcafee »

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:
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"A little learning is a dangerous thing"

(Also known as John, the current forum administrator)
stcstc

Re: adding detailed notes

Post by stcstc »

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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