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DealerTeam

Notes on the Utility Bar

Goal

Notes are a brief record of facts, topics, or thoughts, written down as an aid to memory.  Add notes on the Utility Bar.

After reading this article you will be able to:

  • Navigate to notes on the utility bar
  • Add notes
  • Close the notes

Step One: Navigate to Notes on the Utility Bar

Click Notes located at the bottom of the screen.

1 Notes on the Utility Bar- navi.png 

Note: The Utility Bar is available from any screen.

 

Step Two: Add Notes

  1. Click New.

2 Notes on the Utility Bar- new btn.png

 

  1. Enter <Subject>.
  2. Enter <Note>.

3 Notes on the Utility Bar- note data.png

 

Add to Records

Add your notes to a related record.

  1. Click Add to Records.

4 Notes on the Utility Bar- add to records btn.png

 

  1. Click the object dropdown.

5 Notes on the Utility Bar- obect dropdown.png

 

  1. Select desired object.

6 Notes on the Utility Bar- obect selection.png

 

  1. Enter the <Record Name> in the search area.
  2. Click the desired record.

7 Notes on the Utility Bar- record selection.png

 

  1. Click Add.

8 Notes on the Utility Bar- add record.png

 

Share Notes

Share your notes with other users.

  1. Click Share.

9 Notes on the Utility Bar- share btn.png

 

  1. Enter the <User Name> in the quick find area.
  2. Click desired user.
  3. Click Done.

10 Notes on the Utility Bar- share selction.png

Step Three: Close the Notes

  1. Click Done.
  2. Click the minimize icon.

11 Notes on the Utility Bar- done.png