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Knowledgebase: Accounts Receivable
Add Notes to Tickets
Posted by Jacob Fairbairn on 29 September 2014 03:12 PM

Savance Enterprise allows you to add internal messages to a ticket or invoice. In order to do this, open up the ticket and go to the Notes tab.



To add a new note, click the Add button. This brings up the screen seen below. Simply specify a Subject, Type, and Message. The different types of message don’t change the note at all, but it is simply more information for other users when they view the note.



Click Save to add the Note. You will see your new note pop up in the Notes section. To open an existing note to view its details, simply double-click on the note.