Use the Append Note window to append a note on a vehicle or customer. You can append a note whether or not you originally created it.
To open the Append Note window:
The Notes Management window appears.
Append Note window element descriptions
Window element |
Usage |
---|---|
Help |
Click to launch the online help. |
Originator |
Displays the name of the user who originally created the note. |
Importance |
Select the priority of the note, such as Normal, Low, High, or Critical. Notes with a Critical or High importance appear with the note subject. Importance is highlighted in red on the Notes Management window. |
Type |
Select the kind of note, such as Email, Letter, and so on. |
Note Subject |
Enter a descriptive subject for the note. |
Confidential |
Select this check box if you do not want the note text to appear on the Notes Management window. Other users can still view the note by clicking View Note. |
Note Text |
Type the note contents. |
Save |
Click to save the note and close the window. |
Cancel |
Click to close the window without saving. |