Notes Menu Dashboard

This new dashboard allows users with a dealer admin role to enable or update the selection of answers visible on Call customer notes.

Accessing the Notes Menu dashboard

You can access this new dashboard in the hamburger menu as indicated in the image below.

The menu shows the list of note type.

Click on the edit button for the following modal to open.

Drag the grey button to reorder the answers.

Use the toggle button Visible in Note to make the answers selectors visible on the note.

Click the Add answer button and fill the additional row that appears with the new answer.

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