Notes are role-specific


Dealer:

  1. Dealers have the ability to add notes to My Notes.
  2. A dealer's rep cannot see the dealer’s notes unless the dealer prints an order proposal and emails it to their rep using print job link share.
  3. A dealer can only print from the My Notes tab in an order proposal so note type buttons don't display in the Export PDF modal.


Rep:

  1. Reps have the ability to add notes to My Notes and Shared Notes.
  2. Shared Notes: “shared” here only refers to the ability for multiple reps to access notes for a shared account. This tab is for clients who have multiple reps assigned to an account. All reps assigned to that account can view/add/edit/delete Shared Notes.
  3. Sharing an order from rep to dealer does not share My Notes or Shared Notes. We wanted reps to be able to comment freely about an account or a style.
  4. A rep’s dealer cannot see the rep’s notes unless the rep prints an order proposal and emails it to their dealer using print job link share.
  5. A rep can print from My Notes, Shared Notes or both in an order proposal. All three option display in the Export PDF modal.


Printing: If reps or dealers add notes to styles in a catalog, they can be printed in two ways:

  1. Add items with notes to cart and print (My Notes, Account Notes or Both) with notes for: Order while in an order for the catalog in which notes were created.
  2. Print an order proposal with an empty cart (My Notes, Account Notes or Both) with notes for: Catalog while in an order for the catalog in which notes were created