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Feature #8468

closed
BS BS

Communication log on a call

Feature #8468: Communication log on a call

Added by Brian Jay Sio 25 days ago. Updated 7 days ago.

Status:
Complete
Priority:
Normal
Assignee:
Start date:
09/21/2026
Due date:
% Done:

100%

Estimated time:

Description

A log of notes/messages on a service call. Add an entry, edit, or delete. Timestamped, shows who wrote it. Useful for client contact history on a job.


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BS Updated by Brian Jay Sio 25 days ago Actions #1

  • Target version set to Version 3.0 — Service Calls, Service Agreement

BS Updated by Brian Jay Sio 15 days ago Actions #2

  • Status changed from To Do to UAT
  • % Done changed from 0 to 100

Testing Steps:

  1. Go to https://mowery-web.fxprofessionalservices.com/
  2. Go to Service Calls
  3. Select a record
  4. Scroll down to see communication logs
  5. Add a communication logs

Acceptance Criteria:

  1. A communication log will be created on that service call.

IQ Updated by Irish Quilla 8 days ago Actions #4

  • Status changed from UAT to QA

JL Updated by Joy Llenos 7 days ago Actions #5

Screenshot 2026-10-09 at 6.21.09 PM.png

QA'd this:

I got an error upon saving a note. PLease see attached screenshot as reference.

BS Updated by Brian Jay Sio 7 days ago Actions #6

Hello,

Thanks for checking it.

I will investigate and apply the fix.

BS Updated by Brian Jay Sio 7 days ago Actions #7

Hello @Joy Llenos

This is done and ready to test.

JL Updated by Joy Llenos 7 days ago Actions #8

Screenshot 2026-10-09 at 11.37.48 PM.png

Did test this again, and this is confirmed that the user can add communication notes in the service calls. Please see attached screenshots.

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