In release 5.6 we introduced a notepad for service orders where you could store notes regarding the processing of an order from “request” stage through to “scheduled”.
The problem was that these notes were not easily accessible in a list format to enable easy access to and sharing of information by managers and administrators.
A new option is available in ADMIN > SETTINGS > Client Portal Settings > Auto Assign Requests to Order.
This function means that new job requests (which are services ordered by clients from their online account) are automatically assigned to an order, meaning that the notepad associated with that order is accessible from the main job request processing screen.
The job request processing screen is now far more functional with access to processing notes which can now be shared by multiple administrators.
Click on the presentation above for more information.