Manage Vehicle Notes from Inventory Search

Inventory Search page - manage notes

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: You will see the Edit Notes option if a note already exists and the Add Notes option if a note has not yet been created. 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 save your edits, or click the No button to close the window without saving. 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 red *). 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 vehicle for which you want to edit notes.
From the Action menu, select the Add Notes option or the Edit Notes option, as applicable.
View the existing notes.
Note: Anyone can view system-generated notes; however, you cannot edit these notes.
Note: Notes created by users at your dealership are only visible to other users at your dealership. You cannot view notes created at other dealerships.
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.
Click the Yes button to save your edits.

Tip

To view an existing note for a vehicle, hover your mouse over the note indicator (the red *). The note displays in a pop-up window.

Manage Vehicle Notes from Inventory Search

Inventory Search page - manage notes

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: You will see the Edit Notes option if a note already exists and the Add Notes option if a note has not yet been created. 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 save your edits, or click the No button to close the window without saving. 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 red *). The note displays in a pop-up window.