You can now see the original job ID in notes when a job is cloned. This helps property managers quickly identify where each note came from, making it easier to track job history and ensure accuracy.
Previously, cloned job notes only displayed a generic tag without the original job reference. This caused confusion, especially when managing multiple related jobs. The updated feature displays a specific tag Cloned from Job - [Job ID] so you can easily trace each note to its original job. This ensures better visibility, accountability, and streamlined communication.
Key Functionalities:
Shows a tag:
Cloned from Job - [Job ID]in cloned job notesTag only appears on notes copied during cloning
Tag does not appear on new notes added after cloning
Reflects the most recent job the notes were cloned from
Step-by-Step Guide:
Log into the New PM App or PT App.
Go to a job with notes.
Select “Clone Job” and ensure “Clone with Job Notes” is toggled ON.
Open the cloned job and view the notes.
Notes cloned from the previous job will display
Cloned from Job - [Job ID].
FAQs & Troubleshooting:
Q: Will all notes show the tag?
A: Only notes cloned from the previous job will include the tag.
Q: What if the job has been cloned more than once?
A: The tag shows the most recent source job ID, not the original in the chain.
Q: Can the tag be edited or removed?
A: No. It’s system-generated to maintain traceability.