{"id":10146,"date":"2015-09-16T15:35:14","date_gmt":"2015-09-16T15:35:14","guid":{"rendered":"https:\/\/www.okappy.com\/?p=10146"},"modified":"2020-08-05T10:47:13","modified_gmt":"2020-08-05T09:47:13","slug":"adding-and-viewing-notes-for-your-customers","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/","title":{"rendered":"Adding and viewing notes for your customers"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Adding and viewing notes for your customers<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>One worry\u00a0that customers have\u00a0is\u00a0seeing the content of a job sheet badly written by one of their engineers, They&#8217;re afraid that if their customers\u00a0see it, it might cause problems. \u00a0Alternatively, you might want to add other information to a job which you don&#8217;t want your customer to see.<\/p>\n<p>Our solution is to allow you to add notes for your customer or job. Notes are easily accessible from within each job or from the customer database. They are private to your company and are not visible\u00a0on the actual job sheet which you may send to your customer.<\/p>\n<p>Following is a quick guide on how to\u00a0add notes for a customer or for a job.<\/p>\n<h3>Adding and Viewing Notes from the Desktop<\/h3>\n<p>You can add notes from a job or from the customer database page.<\/p>\n<p>To add notes for a job, simply select a job for a customer then click the 3-dots icon ( <img class=\"lazyload size-full wp-image-14317\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2725%27%20height%3D%2720%27%20viewBox%3D%270%200%2025%2020%27%3E%3Crect%20width%3D%2725%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/more-icon.png\" alt=\"3 orange dots\" width=\"25\" height=\"20\" \/> ).<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-add-notes-step-1.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[a9ba70306963bdbd055]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-add-notes-step-1.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-2\"><p>&nbsp;<\/p>\n<p>From there you can select <strong>View notes for customer<\/strong> or <strong>Add note<\/strong>.<\/p>\n<p>You can then add a note for that connection, select a note type and add a description.<\/p>\n<p>Alternatively, you can add a note directly for a customer from the customer database screen. Simply click the <strong>connections icon<\/strong> at the top right of your screen ( <img class=\"lazyload size-full wp-image-14322\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/users-orange-icon.png\" alt=\"Orange icon showing users\" width=\"20\" height=\"20\" \/> ).<\/p>\n<p>You can then select your customer and add a note.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-add-notes-for-customer@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[ad5fb98d5e2fa9b852f]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-add-notes-for-customer.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-3\"><p>&nbsp;<\/p>\n<h3>Adding and Viewing Notes from Your iPhone or iPad<\/h3>\n<p>All notes are available from your iPhone and iPad, so you can get up-to-date information about your customers, no matter where you are.<\/p>\n<p>To view notes for a job, simply click on the job details. If the job is for a customer, then clicking on the customer name will display\u00a0a list of all the notes for that specific customer.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/iPhone-screenshot-view-notes@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[b3acf45a2784ec8ef6e]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/iPhone-screenshot-view-notes.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-4\"><p>&nbsp;<\/p>\n<p>You can add new notes by clicking on the plus (+) icon at\u00a0the top right of the screen.<\/p>\n<p>You can also view all notes for a customer by selecting the customer from the Contacts screen on your iPad or by going to Messages, clicking the Contacts icon ( <img class=\"lazyload size-full wp-image-14322\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/users-orange-icon.png\" alt=\"Orange icon showing users\" width=\"20\" height=\"20\" \/> ) at the top right of the screen and selecting the customer.<\/p>\n<p>Clicking on a customer will show you its\u00a0details. You can then click on <strong>View customer notes<\/strong> to view or add more notes for that customer.<\/p>\n<h3>More Information<\/h3>\n<ul>\n<li><a href=\"http:\/\/www.okappy.com\/customer-database\/\">Okappy customer database<\/a>.<\/li>\n<li><a href=\"http:\/\/www.okappy.com\/support\/\">More Help and Support<\/a>.<\/li>\n<li><a href=\"http:\/\/www.okappy.com\/get-started\/\">Sign Up Now!<\/a><\/li>\n<\/ul>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to add private notes for a customer or for a job with Okappy.<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[312,313,408],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding and Viewing Notes for Your Customers<\/title>\n<meta name=\"description\" content=\"Save the embarrassment of sending poorly worded job sheets to your customers. See how to add private notes for a customer or for a job with Okappy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding and Viewing Notes for Your Customers\" \/>\n<meta property=\"og:description\" content=\"Save the embarrassment of sending poorly worded job sheets to your customers. See how to add private notes for a customer or for a job with Okappy.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/\" \/>\n<meta property=\"og:site_name\" content=\"Okappy\" \/>\n<meta property=\"article:modified_time\" content=\"2020-08-05T09:47:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/okappyimages.okappy.com\/more-icon.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.okappy.com\/#organization\",\"name\":\"Okappy Limited\",\"url\":\"https:\/\/www.okappy.com\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.okappy.com\/#logo\",\"inLanguage\":\"en-GB\",\"url\":\"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png\",\"contentUrl\":\"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png\",\"width\":452,\"height\":210,\"caption\":\"Okappy Limited\"},\"image\":{\"@id\":\"https:\/\/www.okappy.com\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.okappy.com\/#website\",\"url\":\"https:\/\/www.okappy.com\/\",\"name\":\"Okappy\",\"description\":\"Rethinking workforce management\",\"publisher\":{\"@id\":\"https:\/\/www.okappy.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.okappy.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#primaryimage\",\"inLanguage\":\"en-GB\",\"url\":\"https:\/\/okappyimages.okappy.com\/more-icon.png\",\"contentUrl\":\"https:\/\/okappyimages.okappy.com\/more-icon.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#webpage\",\"url\":\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/\",\"name\":\"Adding and Viewing Notes for Your Customers\",\"isPartOf\":{\"@id\":\"https:\/\/www.okappy.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#primaryimage\"},\"datePublished\":\"2015-09-16T15:35:14+00:00\",\"dateModified\":\"2020-08-05T09:47:13+00:00\",\"description\":\"Save the embarrassment of sending poorly worded job sheets to your customers. See how to add private notes for a customer or for a job with Okappy.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.okappy.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Portfolio\",\"item\":\"https:\/\/www.okappy.com\/support-article\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Adding and viewing notes for your customers\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding and Viewing Notes for Your Customers","description":"Save the embarrassment of sending poorly worded job sheets to your customers. See how to add private notes for a customer or for a job with Okappy.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/","og_locale":"en_GB","og_type":"article","og_title":"Adding and Viewing Notes for Your Customers","og_description":"Save the embarrassment of sending poorly worded job sheets to your customers. See how to add private notes for a customer or for a job with Okappy.","og_url":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/","og_site_name":"Okappy","article_modified_time":"2020-08-05T09:47:13+00:00","og_image":[{"url":"https:\/\/okappyimages.okappy.com\/more-icon.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimated reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/www.okappy.com\/#organization","name":"Okappy Limited","url":"https:\/\/www.okappy.com\/","sameAs":[],"logo":{"@type":"ImageObject","@id":"https:\/\/www.okappy.com\/#logo","inLanguage":"en-GB","url":"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png","contentUrl":"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png","width":452,"height":210,"caption":"Okappy Limited"},"image":{"@id":"https:\/\/www.okappy.com\/#logo"}},{"@type":"WebSite","@id":"https:\/\/www.okappy.com\/#website","url":"https:\/\/www.okappy.com\/","name":"Okappy","description":"Rethinking workforce management","publisher":{"@id":"https:\/\/www.okappy.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.okappy.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-GB"},{"@type":"ImageObject","@id":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#primaryimage","inLanguage":"en-GB","url":"https:\/\/okappyimages.okappy.com\/more-icon.png","contentUrl":"https:\/\/okappyimages.okappy.com\/more-icon.png"},{"@type":"WebPage","@id":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#webpage","url":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/","name":"Adding and Viewing Notes for Your Customers","isPartOf":{"@id":"https:\/\/www.okappy.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#primaryimage"},"datePublished":"2015-09-16T15:35:14+00:00","dateModified":"2020-08-05T09:47:13+00:00","description":"Save the embarrassment of sending poorly worded job sheets to your customers. See how to add private notes for a customer or for a job with Okappy.","breadcrumb":{"@id":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.okappy.com\/support-article\/adding-and-viewing-notes-for-your-customers\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.okappy.com\/"},{"@type":"ListItem","position":2,"name":"Portfolio","item":"https:\/\/www.okappy.com\/support-article\/"},{"@type":"ListItem","position":3,"name":"Adding and viewing notes for your customers"}]}]}},"_links":{"self":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio\/10146"}],"collection":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio"}],"about":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/types\/avada_portfolio"}],"author":[{"embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/comments?post=10146"}],"version-history":[{"count":0,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio\/10146\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/media?parent=10146"}],"wp:term":[{"taxonomy":"portfolio_category","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_category?post=10146"},{"taxonomy":"portfolio_skills","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_skills?post=10146"},{"taxonomy":"portfolio_tags","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_tags?post=10146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}