Notes Menu Dashboard (V8)

This dashboard allows users with a Dealer Admin role to enable or update the selection of predefined answers visible on Call customer notes , Pinning a note to an intervention or Parking Note.

Accessing the Notes dashboard

Access the Notes dashboard in the hamburger menu under configuration.

The dashboard shows the list of note type.

By clicking on the eye-icon you can enable/disable predefined answers for these notes.

Modify answers

Click on the green pen button on the right to start editing the predefined answers.

Click on a text box to start editing a predefined answer. Drag the grey button to reorder the answers.

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

Adding the answer

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

Removing an answer

Click on the red bin icon to remove an answer.

Using predefined answers

When a user adds one of these notes to a workorder or intervention, the suggested answers are visible in a drop-down menu. For example, for the remark pin:

By clicking on an answer from the dropdown menu, it will automatically be entered into the note field.

Then click Update/Save so that everyone can see the note.

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