Note Tab

Owned by Chellie Esters
Last updated: Mar 29, 2023 by Caroline Antoun
2 min read

In this tab, you may configure the settings for viewing and editing notes on the View Open Tickets or View Work History pages for dashboard users.

⦿ How to Modify the Note settings
  1. For all desired fields:
    1. Enter the desired details in related text fields
    2. Check/uncheck the boxes next to the desired options, and/or
    3. Select desired items from a drop-down list as necessary,
  2. Click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.


List of Settings Under the Note Tab

  • Disable Notes: Dashboard users cannot view or add notes; this setting overrides all the other settings in the Note tab.

  • Allow Adding Notes: Dashboard users can add notes for open and in progress work orders, in addition to the ability to view existing notes.

    To allow dashboard users to send notes to service providers, you should also check the Show Provider Recipients box.

  • Allow Adding Notes For Completed WO’s: Dashboard users may add notes to work orders in Completed status.
  • Mask Money: NTE and other money-related information are masked in the Work Order Summary and Notes.
  • Mask Phone: Phone numbers are masked in the Work Order Summary and Notes.
  • Mask Email: Email addresses are masked in the Work Order Summary and Notes.
  • Show Provider Recipients: Dashboard users can send notes to service providers.
  • Show Subscriber Recipients: Dashboard users can send notes to other users in your company who have access to the specific work order location.
  • Show Public User Emails Only: Emails of users marked private do not appear in the recipient list.

  • Show Universal Recipients: Displays universal users in the recipient list.

    Universal users are typically ServiceChannel users with universal access.

  • Location Notes as Recipients: Emails from location note headers specified here appear in the recipient list.
  • Custom Note Recipients: Additional email addresses can be entered here to send work order notes.
  • Statuses for WO: Dashboard users can move a work order to one of the statuses selected here when adding a note.

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