Capturing Comments, Attachments, and URLs
R2 gives you a dialog box to capture Comments, Attachments, URLs (Web Links) related to every Order.
This dialog box can be opened from the following access points.
Accounts Main Window > Comments Tab
Order Window > Items > Information Tab > Comments > 🔍 Icon
Order Window > Items > Information Tab > Labor Comments > 🔍 Icon
Order Window > Labor > Information Tab > Comments > 🔍 Icon
Order Window > Labor > Information Tab > Labor Comments > 🔍 Icon
Service Order Window > Information Tab > Comments > 🔍 Icon
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The above dialog box can be accessed from many other access point. The list mentioned above is only a suggestive one.
The dialog box has been smartly design to Capture, Edit, and Delete - Comments, Attachments, URLs (Web Links).
The Refresh button gets enabled/disabled according to the tab that is active.
The Add, Edit, and Delete buttons functions exactly same and as expected for all the 3 tabs.
Adding/ Editing a Weblink
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If the Name entered is not unique, then system displays the following validation message.
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Also, you cannot leave the name field 'Blank'. In this case also, system displays a validation message.
Deleting a Weblink
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