Notes

The Notes tab displays any useful information a user may need to know regarding the customer or the vehicle. If there is information under the notes a blue indicator will display on the tabs header, if there is important information under the Notes tab a red indicator will display on the tabs header.

There are two different types of notes that can be created:

  1. Customer Notes - A Customer Note stays with the customer

  2. Vehicle Notes - A Vehicle Note moves to the file that currently has that vehicle attached to it.