In the Notes tab, you can view, add, edit, or delete sales and technician notes for this item.
Notes TabNotes Tab

Sales Notes

Click in the Sales Notes field to add, edit, or delete notes about the selected product. Sales notes appear on the printed proposal for the customer to see. They will also appear in the project task created from this product.

Tech Notes

Click in the Tech Notes field to add, edit, or delete notes regarding the selected product, specifically for your technicians. Tech notes don’t show up on printed proposal, so they won’t be visible to the client. These notes just show up in the project task created from this product. In addition to these notes, the technician will also have the technician description of the item (which you can view in the Master details); they will also be able to see whether or not the item is an accessory and what its parent is.

Add Notes to an ItemAdd Notes to an Item

Open Item Master

Open the Master for the selected item by clicking the Open Master button.

For additional information, watch the Designer—Product Details—Notes Tab video:

Last modified: 2 Jan 2019

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