Prefilled Pin notes

Prefilled Pin notes

In the Notes Menu Dashboard it is now possible to add prefilled text to the Pin function.

How to modify and add prefilled text

Only users with an Dealer Admin role can modify and add prefilled text in the Note Menu Dashboard.

Step 1
Open the Notes Menu Dashboard and select the Remark, Warranty or Recall pin.


Step 2
In the modal that appears you can add/remove prefilled text and change the order. After making any changes click on save.


Step 3
Open a WO and click on the Pin function after an intervention.


Step 4
The Pin function modal opens. After selecting a Pin type, a new drop-down menu appears under Note:


In this drop-down menu you can select prefilled text, which will automaticly fill in the note. After that click on save.


When you open the Pin function again, the note will be visible in the log history:


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