{"id":5883,"date":"2024-09-30T06:38:40","date_gmt":"2024-09-30T06:38:40","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-archive-customer-notes\/"},"modified":"2024-10-03T08:06:02","modified_gmt":"2024-10-03T08:06:02","slug":"p3-hvac-software-archive-customer-notes","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-archive-customer-notes\/","title":{"rendered":"Tuesday Tool Tip &#8211; Archive Customer Notes"},"content":{"rendered":"<h2>Archive Customer Notes<\/h2>\n<p>With Version 13.0, you can now Archive Customer Notes.<\/p>\n<p>Do you have notes that are old that you would like to remove from normal viewing, but they are important enough not to delete? Well, now with the Archive Notes features, you can hide them from the initial view.<\/p>\n<p>On the Customer Record Notes table, there is now the ability to &#8220;Archive&#8221; a Note, similar to making the Note &#8220;Inactive&#8221;. The Note is not deleted, but can be viewed when desired.<\/p>\n<p>Please note, the Customer Record Notes table defaults to displaying only Active Notes.\u00a0 Then, you can use the Filter at the top of the Customer Record Notes table to view the Archived Notes or view All Notes.<\/p>\n<p>From this view, you can make the Customer Note active again &#8211; thereby removing it from its Archive status.<\/p>\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-3298 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Notes-Table-1024x262.png\" alt=\"Customer Notes Table\" width=\"1024\" height=\"262\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Archive Notes are not displayed when Status is &#8220;Active&#8221;<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3299 size-large\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Archived-Notes-Not-Initially-Displayed-1024x253.png\" alt=\"Archived Notes Not Initially Displayed\" width=\"1024\" height=\"253\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>View Archived Notes<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3300\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/Customer-Notes-Archive-Notes-Display-1024x261.png\" alt=\"Customer Notes Archive Notes Display\" width=\"1024\" height=\"261\" \/><\/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>Archive Customer Notes With Version 13.0, you can now Archive Customer Notes. Do you have notes that are old that you would like to remove from normal viewing, but they are important enough not to delete? Well, now with the Archive Notes features, you can hide them from the initial view. On the Customer Record [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5412,"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":[446,444,388,422,402,365,386,335],"class_list":["post-5883","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-archive-customer-notes","tag-customer-notes","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 - Archive Customer 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-archive-customer-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 - Archive Customer Notes\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-archive-customer-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\/Customer-Notes-Table.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1070\" \/>\n\t<meta property=\"og:image:height\" content=\"274\" \/>\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-archive-customer-notes\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-archive-customer-notes\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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