Dashboard Notes

You can create a Technical Note that can only be viewed other staff users of your team. For example, you may need a Technical Note to outline investigative steps, the cause of a problem, and solutions.

In addition to a Technical Note, you can create Client Facing Notes to keep your clients up to date with any steps you have taken to rectify problems on their devices.

You can enter a Dashboard Note for a check or device and, depending on the note type, it is viewable by you and your client users in the Notes Report. You can also send  a Client Facing Notes Report to your clients on a daily, weekly or monthly basis.