Notes
DAD lets you create, edit, and delete notes about Clients, Service Requests, and Projects.
All notes contain the same basic types of information:
Field | Field Description |
---|---|
Date of Note | When the note was created |
Category | An optional field for the category in which a note may be applicable |
Subject | A descriptive title for the note. This title displays in summary views, so choose something that makes it easy for you find the note later. |
Note | The content of your note or the information you wanted to record. |