Manage Vehicle Notes from Vehicle Inventory

Manage Vehicle Notes from Vehicle Inventory

To manage vehicle notes:

  1. Move your mouse pointer over the Action icon for the selected vehicle.
  2. From the Action menu, select the Add Notes option or the Edit Notes option, as appropriate.
    Note: The Notes window appears.
  3. View the existing notes, type a new note, or edit an existing note created at your dealership.
    Note: Anyone can view system generated notes. Notes created by users at your dealership are only visible to other users at your dealership. You cannot view notes created at other dealerships.
    Note: You cannot edit system generated notes.
    Note: To delete a note, highlight the text and press the Delete key on your keyboard.
  4. Click the OK button to save your changes, or click the Cancel button to close without saving.
    Note: A confirmation message appears.
  5. Click the Yes button to confirm your choice, or click the No button to close the window without confirming.

Manage Vehicle Notes from Vehicle Inventory

Tip

If a vehicle is pre-sold, or if an investment proposal, F&I deal, or RDR is available for the vehicle, the identification of the item, date, and customer address and phone number are automatically added to the note. You cannot edit system generated information.

Tip

If a vehicle has a note, a purple "*" appears beside the stock number.

Tip

On the Vehicle Inventory page, to take a quick look at an existing note for a vehicle, hover your mouse over the note indicator (the purple *). The note displays in a pop-up window.

Manage Vehicle Notes from Vehicle Inventory

Manage Vehicle Notes from Vehicle Inventory