Viewing notes in forms in mobile
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‎11-27-2023 11:09 AM
When a tech fills out a form, they are unable to see notes they have put into it. Am I missing something/somewhere that they can see the notes? My only thoughts on a workaround are for them to email the form to themselves to see it.
Acclaimed! Heating Cooling and Furnace Cleaning
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‎11-29-2023 10:45 AM
So I went in as a technician and started a form. Are you talking about notes here:
And they are only showing up when I got back into the form? Is that the way it is for them?
Chicken Lady Speaks
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‎11-29-2023 11:55 AM
Yes...lol...you wrote the same thing I did when I was testing it! We don't see that note after the form is submitted when we look at completed forms unless we click on the green pencil to review it. It isn't visible without clicking it.
Acclaimed! Heating Cooling and Furnace Cleaning
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‎12-01-2023 06:14 AM
Yeah I honestly have no idea.. That is very strange that you aren't able to see it unless you click on that pencil icon. Sorry I couldn't be of more help.
Chicken Lady Speaks
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‎12-01-2023 10:06 AM
Thanks for looking, always appreciate the second set of eyes!!
Acclaimed! Heating Cooling and Furnace Cleaning
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‎11-29-2023 09:35 AM
Hi @MirandaMel - is this a recent issue?
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‎11-29-2023 09:37 AM
I am not sure, it was just brought to my attention yesterday but not sure the techs ever had a reason (or thought of it...) to bring it up.
Acclaimed! Heating Cooling and Furnace Cleaning
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‎11-29-2023 09:58 AM
hmm.. okay. Time to call on some of your fellow STCAs - @JessicaSmith, @Miranda, @MadisonChicken - have your techs experienced this?
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‎11-29-2023 10:40 AM
This sounds kind of familiar, but I will have to check with my guys and see!
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
