When entering a new note on a Job record, the Note Type is a required field; you must make a selection from a drop-down list to classify the type of note being entered. You may create as many Note Types as needed.
Notes: 1) There are certain Note Types that are delivered with the software and are controlled by SedonaOffice. These controlled Note Types may not be deleted or modified.
SedonaOffice controlled Note Types:
- Customer
- Install
- Sales
- QuoteWerks
2) If your company is using either the QuoteWerks or WeEstimate quoting software, you are able to map Notes from these applications into the Job Notes.
