Creating and Viewing Historical Notes in Roustabout Software
This new feature allows the user to add Historical Notes to Leases, Yards, Companies, Pushers, Employees Assets and Inventory Items.
How to add Notes to Leases, Companies, Pushers, Employees, and Assets
1. Select the Main Menu Drop-down
2. Select System Administration
3. Select Lease/Company/Pusher/Employee/Asset Management/Yards
4. Select the Notes Button and Select Add Notes
5. Enter Notes then Select the Submit Button
How to add Notes to Inventory Items
1. Select the Main Menu Drop-down
2. Select Inventory Rental and Administration
3. Select Inventory Items
4. Select the Notes Button and Select Add Notes
5. Enter Notes then Select the Submit Button
How to View/Edit/Void Notes
1. After Selecting the Notes Button Select View Notes
2. Navigate to a Note you wish to Edit/Void
3. Select the Pencil to the Right of the Bubble
4. To Edit the note, Make changes to the notes in the text field and Select the Save button
5. To Void the note, Select the Void button
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All information provided is for software products produced by CantrellJackson.com