View Technician Notes

View Technician Notes

Last updated August 10, 2022 (Version 0.01 beta)

The following steps explain how to view technician notes. 

1. Login to Carter CRM using your username and password.
2. Click Technicians in the administration menu on the left.
3. Locate the technician whose notes you want to view by: 
   1. Entering the technician's name in the Search bar
   2. Scrolling through all technicians.
4. Click on the desired technician and navigate to the Notes tab.

Only users with appropriate account permissions may view technician notes. If you are unable to complete this function please contact your Account Manager or Administrator.

Still have questions? Please contact C arter Customer Support for further assistance.