Notes

Use Notes to add internal documentation to any record.

Overview

Add notes to:

• Vehicles - Condition notes, pricing discussions, history
• Contacts - Communication logs, preferences, follow-up reminders
• Transactions - Deal notes, special arrangements, approval details

Notes are visible only to your team, not to customers.

Adding Notes

From an Entity

1. Open a vehicle, contact, or transaction
2. Navigate to the Notes section
3. Click Add Note
4. Enter title and content
5. Save

Note Fields

Note Types

Notes can use different action types:

Viewing Notes

On Entity Pages

Notes appear on the detail page of each entity:

• Listed chronologically
• Show author and timestamp
• Expandable for full content

Note History

View all notes on an entity:

1. Open the entity
2. Scroll to Notes section
3. See complete note history

Managing Notes

Editing Notes

1. Click on a note
2. Edit title or content
3. Save changes

Edit history is not tracked; consider adding a new note instead.

Deleting Notes

1. Click on a note
2. Click Delete
3. Confirm deletion

Deleted notes are soft-deleted and may be recoverable.

Use Cases

Vehicle Notes

• Condition issues: "Minor scratch on rear bumper - priced accordingly"
• Pricing history: "Reduced from $25,000 to $23,500 on 1/15"
• Acquisition details: "Purchased from Bob's Auto at wholesale auction"
• Customer interest: "Three customers interested this week"

Contact Notes

• Communication log: "Called 1/10 - interested in SUVs, will visit Saturday"
• Preferences: "Prefers text over phone calls"
• Follow-up reminders: "Waiting for tax refund, follow up mid-February"
• Special requests: "Needs wheelchair-accessible vehicle"

Transaction Notes

• Deal structure: "Agreed to include floor mats and first oil change"
• Approval details: "Finance approved at 7.9% APR"
• Issues resolved: "Title delay resolved, customer notified"
• Special arrangements: "Delivery scheduled for Saturday"

Best Practices

Write Clear Notes

• Use descriptive titles
• Include relevant dates
• Be specific and factual
• Note who was involved

Maintain History

• Add notes for significant events
• Don't edit old notes - add new ones
• Document decisions and reasons
• Record customer preferences

Team Communication

• Use notes to share information
• Include context for other team members
• Note next steps and follow-ups
• Document verbal agreements

Note Visibility

• Notes are internal only
• Customers cannot see notes
• All team members can view notes
• Only the note creator can edit

Next Steps