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How to use location notes
Signature allows you to enter a location note that can be used as an alert when an appointment is opened. Toggle on the Use Specific Location Notes as Alerts on Appointment option on the General Tab if you want to notify a tech when they open an appointment there is something to be aware of, such as enter the site using the south door.
When this option is toggled on the Location Note Subject Keywords field becomes enabled. Enter the keywords that will “trigger” the alert.
The TechPro location note subject keywords must match the Signature note exactly. For example, let’s say “Alert” is entered as the location note subject keyword. You have several location notes: Alert, Location Alert and Site Alert. Only the first one would appear in TechPro since that’s what matches exactly.
