Enhanced Notes Overview

Enhanced notes are the notes tabs that are located in several places throughout ServiceCEO, including:

The Customers Detail tab
The Notes tab of a Customer's Address Information dialog box
The General tab of a Job
The General tab of an Estimate
The Detailed Visit Information section of the Project Control Panel

The tabs are:

Work Order Notes. Notes entered here will appear on the work order.
Private Notes. These notes are for internal ServiceCEO use only and will never be seen by a customer.
Invoice Notes. Notes entered here will appear on the invoice.

Note that Enhanced Notes are not available for notes that are entered on a customer's Notes tab or an employee's Personnel File tab.

RTF Notes

You can use Rich Text Format (RTF) Short for Rich Text Format. RTF is the format used for entering enhanced notes. For more about RTF, please point your browser to http://en.wikipedia.org/wiki/Rich_Text_Format. formatting to provide more features for entering enhanced notes. When enabled, RTF lets you perform the following actions:

Spell Checking. Verify the spelling of all of the text in the note.
Font Changing. Change the text's font style (Arial, Times New Roman, etc.), size, and color.
Graphics. Insert graphics into a Notes tab.

Caution:
Be very careful when inserting images into your notes field, for they may significantly increase the size of your database. For example, a very small web .jpg file could be 100 KB. MSDE, the SQL Server engine shipped with ServiceCEO, has a maximum size of 2GB (i.e., 2,000,000 KB). Once your database is larger then 2 GB, then you will need to buy a full version of SQL Server.

Caution:
Due to a Crystal Reports limitation, any images you insert into your notes will not be displayed correctly on reports. All RTF images will appear as long strings of numbers, which will significantly increase the size of your reports.

To learn how to enable RTF formatting in your notes, see the Configuring Enhanced Notes section.

See Also: Using RTF Note Formatting