Start a new topic

Job Product Notes

It is my understanding that there is no way to Edit or Delete a product note!  Why? That's data entry 101. If you can't do that, then it USELESS!!

Hi Scott, you are correct in that Product Notes aren't removable to preserve historical integrity.

Only the most recent production note is going to show up on work orders, so you don't need to worry about the work order getting flooded with the entire correspondence. Just ensure that the most recent note is up-to-date.

For more information on Product Notes, please check out the following article: Product Notes

Thank you!

Jon H

Customer Support

Oh, I don't worry about it. I still think it's useless, because if a note is incorrect, then you have to add another note to say "ignore the previous note".  This is just a note - what historical integrity?  If historical integrity is the purpose, then you shouldn't be able to edit an order, right? A note is WAY DOWN ON THE LIST from every thing else you can update in program. I don't believe that answer. I believe it's bad programming.

I know this is an old thread, but if a customer sends me a note, I have an alert set so I see it, but if I answer their note from notes, are they notified through email or do they have to go back to their portal and keep checking to see if I answered?


Login or Signup to post a comment