Fieldcode Manual
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Quick Start
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Work Place
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- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
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- How to use the Optimizer
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- How to manually reschedule PUDOs
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- How to move tickets back to the Ticket Pool
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- How to manage parts
- How to assign/unassign tickets to/from partners
- How to use the Interaction buttons
- How to use the Workflow buttons
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- How to schedule tickets
- How to edit ticket details
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- How to use the Remove Pending button
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- How to create intervention infos
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- How to edit private notes
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Admin Panel
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- How to connect with ServiceNow
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- What are aliases?
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- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
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- What is the Process menu?
- What does workflow mean?
- What are appearances in context of workflows?
- What are buttons in context of workflows?
- What are automations in context of workflows?
- What are guides in context of workflows?
- What are actions in context of workflows?
- How to create & edit projects
- How to create & edit custom forms
- How to create & edit lists
- How to customize the Customer Portal
- How to create & edit automated actions
- How to create & edit conditions
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- How to create & edit ticket durations
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- How to create & edit value sets
- How to create & edit SLA Profiles
- How to repair tickets with Ticket Workflow Monitoring
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Fieldcode FMA app
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- Fieldcode FMA app
- How to download the Fieldcode FMA app
- How to login
- How to configure multiple accounts
- How to change the theme
- How to log work times
- How to synchronize tickets
- How to navigate to appointments
- How to log drive times & drive breaks
- How to inform dispatchers
- How to view archived appointments
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Customer Portal
Last updated:April 23, 2024
How to edit private notes
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By pressing the Private Note button, you can create private notes that are only visible to yourself and nobody else inside the Ticket Details. Here’s how to do it:
- Inside the Ticket Details of the the ticket you want to have private notes on click on the Add private note interaction button.
- (Alternative) Inside the Ticket Details of the ticket you want to have private notes move over to the Private Notes tab and click the plus button.
- Enter your private note in the text field.
- Click on Save.
- Your note will be visible inside the Private Notes tab inside the Ticket Details and only you can view it. No history entries will be created.
- (Optional) You can delete a note one by one by just pressing the trash bin button next to a private note.
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