Annette Conrad

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Latest activity by Annette Conrad

  • Annette Conrad commented,

    1. User Guide
    2. Service Orders
    3. Adding a Note to a Service Order Item

    You're very welcome. Yes, the bold text moves over to actuals and is reflected on final invoice. For custom menus (menus literally starting from scratch) I have created a few generic line items s...

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    • Annette Conrad
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  • Annette Conrad commented,

    1. User Guide
    2. Service Orders
    3. Adding a Note to a Service Order Item

    Hi Gary, Below is a sample default menu item for "Continental Breakfast". When this item is selected, the default note displays: Our agreed upon; internal communication between the Event Coordina...

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    • Annette Conrad
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  • Annette Conrad commented,

    1. User Guide
    2. Service Orders
    3. Adding a Note to a Service Order Item

    In my experience with resource item default notes; modified notes will display for newly entered items; not pre-existing. This is a good thing in most cases. If I update a resource item default ...

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    • Annette Conrad
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