Manage Vehicle Notes from Vehicle Inventory

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Manage Vehicle Notes from Vehicle Inventory

To manage vehicle notes from the Vehicle Inventory page:

  1. Move your mouse pointer over the Action icon for the vehicle for which you want to edit notes.
  2. From the Action menu, select the Add Notes option or the Edit Notes option.
    Note: The Notes window opens.
  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; 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.
    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 save your edits, or click the No button to close the window without saving.

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 red "*" appears beside the stock number.

Tip

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

Manage Vehicle Notes from Vehicle Inventory

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Manage Vehicle Notes from Vehicle Inventory