{"id":5881,"date":"2024-09-30T06:38:40","date_gmt":"2024-09-30T06:38:40","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/"},"modified":"2024-10-03T08:06:02","modified_gmt":"2024-10-03T08:06:02","slug":"p3-hvac-software-global-notes","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/","title":{"rendered":"Tuesday Tool Tip &#8211; Global Notes"},"content":{"rendered":"<h2>Global Notes<\/h2>\n<p>Global Notes and Global Contacts are a great way to share information across multiple locations for a given customer.<\/p>\n<p>From the Customer Record, in both the Notes and Contact tables, there is now a Globe icon. Click the Globe and the Note or Contact becomes &#8220;Global&#8221;, meaning it will be available on all other locations for the Customer.<\/p>\n<p>Please note, that once a Note or Contact is Global, it can be changed back to being visible for just a single location. Simply go to that service location and click the Globe icon again. The icon will change and will no longer be highlighted. At this point, the Note or Contact will appear for that location only.<\/p>\n<ol>\n<li><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Customer Notes Table<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3293 size-full\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Note-Table.png\" alt=\"Customer Note Table\" width=\"647\" height=\"397\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Global Notes Example<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3294\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png\" alt=\"Global Note\" width=\"720\" height=\"645\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Global Notes Global Notes and Global Contacts are a great way to share information across multiple locations for a given customer. From the Customer Record, in both the Notes and Contact tables, there is now a Globe icon. Click the Globe and the Note or Contact becomes &#8220;Global&#8221;, meaning it will be available on all [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5409,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[444,445,388,422,402,365,386,335],"class_list":["post-5881","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-customer-notes","tag-global-note","tag-hvac-business-solutions","tag-hvac-customer-management","tag-hvac-customer-record","tag-hvac-software","tag-p3-software","tag-p3-hvac-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - Global Notes<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Global Notes\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png\" \/>\n\t<meta property=\"og:image:width\" content=\"720\" \/>\n\t<meta property=\"og:image:height\" content=\"645\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; Global Notes\",\"datePublished\":\"2024-09-30T06:38:40+00:00\",\"dateModified\":\"2024-10-03T08:06:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/\"},\"wordCount\":220,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#organization\"},\"image\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png\",\"keywords\":[\"Customer Notes\",\"Global Note\",\"HVAC Business Solutions\",\"HVAC Customer Management\",\"HVAC Customer Record\",\"HVAC Software\",\"P3 Software\",\"P3-HVAC Software\"],\"articleSection\":[\"Tuesday Tool Tip\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/\",\"name\":\"Tuesday Tool Tip - Global Notes\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png\",\"datePublished\":\"2024-09-30T06:38:40+00:00\",\"dateModified\":\"2024-10-03T08:06:02+00:00\",\"description\":\"Excerpt\",\"breadcrumb\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png\",\"contentUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png\",\"width\":720,\"height\":645},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/myweburls.com\/hvacbusiness\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Tuesday Tool Tip &#8211; Global Notes\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#website\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/\",\"name\":\"HVAC Business Solutions\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/myweburls.com\/hvacbusiness\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#organization\",\"name\":\"HVAC Business Solutions\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg\",\"contentUrl\":\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg\",\"width\":2560,\"height\":1811,\"caption\":\"HVAC Business Solutions\"},\"image\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/hvacbusinesssolutions\",\"https:\/\/www.instagram.com\/hvacbiz\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\",\"name\":\"Brian Starzec\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g\",\"caption\":\"Brian Starzec\"},\"url\":\"https:\/\/myweburls.com\/hvacbusiness\/author\/wphvac2017\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Tuesday Tool Tip - Global Notes","description":"Excerpt","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/","og_locale":"en_US","og_type":"article","og_title":"Tuesday Tool Tip - Global Notes","og_description":"Excerpt","og_url":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/","og_site_name":"HVAC Business Solutions","article_publisher":"https:\/\/www.facebook.com\/hvacbusinesssolutions","article_published_time":"2024-09-30T06:38:40+00:00","article_modified_time":"2024-10-03T08:06:02+00:00","og_image":[{"width":720,"height":645,"url":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png","type":"image\/png"}],"author":"Brian Starzec","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Brian Starzec","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#article","isPartOf":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/"},"author":{"name":"Brian Starzec","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f"},"headline":"Tuesday Tool Tip &#8211; Global Notes","datePublished":"2024-09-30T06:38:40+00:00","dateModified":"2024-10-03T08:06:02+00:00","mainEntityOfPage":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/"},"wordCount":220,"commentCount":0,"publisher":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#organization"},"image":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage"},"thumbnailUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png","keywords":["Customer Notes","Global Note","HVAC Business Solutions","HVAC Customer Management","HVAC Customer Record","HVAC Software","P3 Software","P3-HVAC Software"],"articleSection":["Tuesday Tool Tip"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/","url":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/","name":"Tuesday Tool Tip - Global Notes","isPartOf":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#website"},"primaryImageOfPage":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage"},"image":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage"},"thumbnailUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png","datePublished":"2024-09-30T06:38:40+00:00","dateModified":"2024-10-03T08:06:02+00:00","description":"Excerpt","breadcrumb":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#primaryimage","url":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png","contentUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Global-Note.png","width":720,"height":645},{"@type":"BreadcrumbList","@id":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-global-notes\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/myweburls.com\/hvacbusiness\/"},{"@type":"ListItem","position":2,"name":"Tuesday Tool Tip &#8211; Global Notes"}]},{"@type":"WebSite","@id":"https:\/\/myweburls.com\/hvacbusiness\/#website","url":"https:\/\/myweburls.com\/hvacbusiness\/","name":"HVAC Business Solutions","description":"","publisher":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/myweburls.com\/hvacbusiness\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/myweburls.com\/hvacbusiness\/#organization","name":"HVAC Business Solutions","url":"https:\/\/myweburls.com\/hvacbusiness\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/","url":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg","contentUrl":"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/11\/P3_HVAC_logo_blue-JPEG-091624-scaled.jpg","width":2560,"height":1811,"caption":"HVAC Business Solutions"},"image":{"@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/hvacbusinesssolutions","https:\/\/www.instagram.com\/hvacbiz\/"]},{"@type":"Person","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f","name":"Brian Starzec","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c0e240850401c5181e9ad5c7a05f7e18?s=96&d=mm&r=g","caption":"Brian Starzec"},"url":"https:\/\/myweburls.com\/hvacbusiness\/author\/wphvac2017\/"}]}},"_links":{"self":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts\/5881"}],"collection":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/comments?post=5881"}],"version-history":[{"count":9,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts\/5881\/revisions"}],"predecessor-version":[{"id":6774,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/posts\/5881\/revisions\/6774"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/media\/5409"}],"wp:attachment":[{"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/media?parent=5881"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/categories?post=5881"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/myweburls.com\/hvacbusiness\/wp-json\/wp\/v2\/tags?post=5881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}