Pathway: Customer > Search - Accounts
The Customer Service screen provides access to a variety of ways notes can be added to accounts/sites, services and work orders. This article provides an overview on the different note types with links to how to create them.
Permissions
The following permissions are linked to the creation and editing of notes:
Overview of Note Types
Note Type | Description | Visible On... |
|---|---|---|
Account Level Notes Notes and warnings added at the account level will display for all sites linked to the account. | ||
Related Article Link: Account Level Notes | ||
Warning on Open | Displays as a pop-up warning anytime the account is accessed. Warnings entered here will display for all service locations linked to the account. Example: "Only Denise or Bill are authorized account contacts" | NavuCore |
One Time Note | Enter a one-time note at the account level and the note will display on the designated calendar day for each site. Example: "Fax all site invoices for May to Bill (555)555-1234" | NavuCore |
Site Level Notes Notes and warnings added at the site level will only display for the site the note was added. | ||
Related Article Link: Site Level Notes | ||
Warning on Open | Displays as a site-specific pop-up warning anytime the site is accessed. Example: "Only John D. can cancel a service" | NavuCore |
Access Information | Used for conveying information the driver will need to access a location. Example(s): "Use door in back" or "Gate Code: (555589)" | NavuNav (Drivers) NavuCore |
One Time Note (Site) | Enter a one-time note at the site level and the note will only display on the designated calendar day for the site it was entered. Example: "Billing inquiry to add an additional container" | NavuCore |
Service Notes | Notes that are specific to a service. These can be displayed as a one-time note using start and end dates, or a continual note by omitting the end date. Example: "Always leave container on the right side of the property" | NavuNav (Drivers) NavuCore |
Work Order Notes | Add a note to a work order for the driver to see. Example: "Drop-off one extra container" | NavuNav (Drivers) NavuCore |