1stBase Help

The following window is displayed when you select LookUp Codes - Appointment Notes from the Maint Menu.

Appointment notes are 'free format' in the customer window and are used to override a specified appointment time (for instance you can use 'am' or 'pm' rather than a specific time).

This window is used to define standard entries for the appointment note which can be used when the appointment is made.

The note text.

When you move to a previously entered Call Reason the description text is locked to prevent accidental overwriting. Clicking this button unlocks the text.

If this is visible then the record has been marked for deletion and will not be available after the next removal of deleted records action.
(The 'Remove Deleted Records' function can be found in the maintenance menu.)