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You have a number of options for managing Location Note Headers (LNHs):
- Adding new location note headers
- Editing existing LNHs
- Deleting unwanted LNHs
- Rearranging the order in which the LNHs appear
Location Note Headers vs. Location Notes
Do not confuse location note headers with location notes.
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There is no limit to the number of Location Note Headers that can be added to the system.
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Modifying Location Note Headers
For existing Location Note Headers, you can change the order in which they are listed, edit, and delete them.
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Be careful when editing or deleting a Location Note Header. Some Location Note Headers are linked to configuration setups, such as work order dispatch overrides; while others are linked to email notifications or configuration of Analytics reports and dashboards. |
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Changing the Order of Location Note Headers
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There is a drag and drop feature which allows you to arrange the list of the Location Note Headers and the order they appear when displayed in the system and on work orders.
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If you are using Location Note Headers in Analytics, please be careful about changing the order of your Location Note Headers. The order is linked to how the headers and values are displayed within Analytics reports. If you change the order of any Location Note Headers being used, you are likely to cause your Analytics reports to stop working as intended. |
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Editing Existing Location Note Headers
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You can change the header name, privacy and search options as well as display/hide LNHs on the work orders, invoices, and proposals lists.
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Deleting Existing Location Note Headers
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Location note headers marked as Protected can be deleted only by those employees who have the Note Admin permission enabled by ServiceChannel. |
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