Manage Vehicle Notes from Inventory Search

Inventory Search page - manage notes

Tip

Anyone can view system-generated notes. Other notes are only visible to users at your dealership. You cannot view or edit notes created at other dealerships.

To manage vehicle notes from the Inventory Search page:

	Select the vehicle for which you want to manage notes.
	Move your mouse pointer over the Action icon.
	From the Action menu, select the Add Notes or Edit Notes option. Note: You cannot edit system-generated notes. Note: If you are an internal user, you cannot edit notes.
	Type a new note, or edit an existing note created at your dealership. Note: To delete a note, highlight the text and press the Delete key on your keyboard.
	Click the OK button to save your changes, or click the Cancel button to close without saving. Note: A confirmation window appears.
	Click the Yes button to confirm and save, or click the No button to close the window without saving.
	On the Inventory Search 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 Inventory Search

To manage vehicle notes from the Inventory Search page:

Move your mouse pointer over the Action icon for the selected vehicle.
From the Action menu, select the Add Notes or Edit Notes option.
Note:Anyone can view system-generated notes. Notes created by users at your dealership are only visible to other users at your dealership.
Type a new note, or edit an existing note created at your dealership.
Note: To delete a note, highlight the text and press the Delete key on your keyboard.
Click the OK button to save your changes, or click the Cancel button to close without saving.
Note: A confirmation message appears.
Click the Yes button to confirm, or click the No button to close the window without confirming.
Note: On the Inventory Search 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 Inventory Search

Inventory Search page - manage notes

Tip

Anyone can view system-generated notes. Other notes are only visible to users at your dealership. You cannot view or edit notes created at other dealerships.

To manage vehicle notes from the Inventory Search page:

	Select the vehicle for which you want to manage notes.
	Move your mouse pointer over the Action icon.
	From the Action menu, select the Add Notes or Edit Notes option. Note: You cannot edit system-generated notes. Note: If you are an internal user, you cannot edit notes.
	Type a new note, or edit an existing note created at your dealership. Note: To delete a note, highlight the text and press the Delete key on your keyboard.
	Click the OK button to save your changes, or click the Cancel button to close without saving. Note: A confirmation window appears.
	Click the Yes button to confirm and save, or click the No button to close the window without saving.
	On the Inventory Search 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.