Use the New Note window to add a note to a title/registration, vehicle, inventory item, customer, or plate.
To open the New Note window:
The Notes Management window appears.
New Note window element descriptions
Window element |
Usage |
---|---|
Help |
Click to launch the online help. |
Originator |
Displays the name of the user who is creating the note. |
Importance |
Select the priority of the note. Notes with an importance of Critical or High appear with the note subject and importance highlighted in read on the Notes Management window. |
Type |
Select the kind of note. |
Note Subject |
Enter a descriptive subject for the note. |
Confidential |
Select if you want the note text not to appear on the Notes Management window. Other users can still view the note by clicking View Note. |
Note Text |
Type the note text. |
Save |
Click to save the note and close the window. |
Cancel |
Click to close the window without saving. |