Embedded Files
Appointment notes plays a crucial role in the day to day operations of the company
Any changes made on the appointment details, time, day name etc. is noted
Any conversation relating to the appointment is also noted
Results of reviews, any action taken or issues is also noted
Internal Notes are notes not visible to the technicians
While shared notes give a view to both the technician and any admin user
To share notes or mark important click on the shared notes toggle before confirming the note
Notes allows the agent to search for a specific item or information
The search option will hide all non-matching items listed on the search list
Filter is designed to hide all notes not marked important
Emojis are allowed on notes
Removing the notes is only accessible to the user who added the notes
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