Mobility Note Names

Mobility -> Settings -> Note Names

Overview:

Ostendo allows you to setup dedicated Note Names that are defined on the Style Template. These note names can be configured to update specific note fields in Ostendo relating to the record (eg: Job / Purchase Order etc..) the Freeway user is on. 

For example you may want the Freeway user to enter some job notes from within the Freeway Datasheet. These notes could be configured to update any or all of the following:

• Job Instructions
• Job History Notes
• Customer Notes
• Customer History Notes etc...

Further to this, in addition of these Notes you can also include recorded Times and / or Checklist answers.

Entry and Display fields

Note Name: Enter the Name of the Note.

Description: Enter the Note description here.

Besides defining the Note Name here, you can also specify what else could be done with the Notes when the Datasheet is completed and synchronised back to Ostendo. Just tick any of the following options if it applies to this Note Name.

Copy to Customer Notes: Tick this Check Box if you wish the notes to be automatically copied to Customer Notes.

Copy to Customer History Notes: Tick this Check Box if you wish the notes to be automatically copied to Customer History Notes.

Copy to Direct Invoice Notes: Tick this Check Box if you wish the notes to be automatically copied to Direct Invoice Notes.

Copy to Job Notes: Tick this Check Box if you wish the notes to be automatically copied to Job Notes.

Copy to Job History Notes: Tick this Check Box if you wish the notes to be automatically copied to Job History Notes.

Copy to Job Invoice Notes: Tick this Check Box if you wish the notes to be automatically copied to Job Invoice Notes.

Copy to Asset Notes: Tick this Check Box if you wish the notes to be automatically copied to Customer Asset Notes.

Copy to Asset History Notes: Tick this Check Box if you wish the notes to be automatically copied to Asset History Notes.

Copy to Sales Notes: Tick this Check Box if you wish the notes to be automatically copied to Sales Notes.

Copy to Sales History Notes: Tick this Check Box if you wish the notes to be automatically copied to Sales History Notes.

Copy to Supplier Notes: Tick this Check Box if you wish the notes to be automatically copied to Supplier Notes.

Copy to Supplier History Notes: Tick this Check Box if you wish the notes to be automatically copied to Supplier History Notes.

Copy to Purchase Notes: Tick this Check Box if you wish the notes to be automatically copied to Purchase Notes.

Copy to Purchase History Notes: Tick this Check Box if you wish the notes to be automatically copied to Purchase History Notes.

Copy to Assembly Notes: Tick this Check Box if you wish the notes to be automatically copied to Assembly Notes.

Copy to Assembly History Notes: Tick this Check Box if you wish the notes to be automatically copied to Assembly History Notes.

Copy to Delivery Notes: Tick this Check Box if you wish the notes to be automatically copied to Sales Delivery Notes.

Copy to POS Instructions: Tick this Check Box if you wish the notes to be automatically copied to POS Instructions field.

Call Classification: (Optional) Select the Call Classification associated with this Note.

Call Sub Classification: (Optional) Select the Call Sub Classification associated with this Note.

Include Materials in Note: Tick this Check Box if you wish to append the Materials used in a job to the Note when the datasheet comes back to Ostendo.

Include Times in Note: Tick this Check Box if you wish to append the Times recorded in a job to the Note when the datasheet comes back to Ostendo.

Include Checklists in Note: Tick this Check Box if you wish to append the Checklist items to the job Note when the datasheet comes back to Ostendo

Buttons

Close: This will close the screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will bring up a blank Note Name line for entry of another Note Name record.

Save: This will save the current data without exiting the screen

Cancel: Any changes made to the current screen record or the last time the ‘Save’ Button was pressed will be lost.

Delete: This enables you to delete the selected Note Name line.