Search Technician Notes

SearchTechnician Notes

Last updated August 10, 2022 (Version 0.01 beta)

The following steps explain how to search 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.
5. Use the Search bar to enter keywords to search technician notes.

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

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