Adding Notes

To create a note click the button on any Service Request.

When a note opens you have the option to type any important information, attach relevant files, link to other Service Requests, mention relevant users, or create a reminder for a future date.

Notes create email updates to users who are subscribed as well as those who have been attached to the service request. You can change who can see a note by changing the “Visible To” section from “Everyone” to “My Organization.”