Navigation: Getting to Know mySelect:

Working with Notes

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mySelect supports adding customer and/or vehicle notes to a customer's record.

•Customer Notes are only visible when the Customer Keys are present in memory (for more information, see Understanding Keys). This is typically when performing a customer-related transaction.

•Vehicle Notes are only visible when the vehicle-related Keys are present in memory (for more information regarding Keys, see Understanding Keys). This is typically when performing a vehicle-related transaction.

Vehicle Notes cannot be added if the vehicle is not in the DMV database. Add a note to the customer's record about the vehicle.

If Notes exist, the Notes button on the transaction button bar displays in red.

1.From any transaction button bar, click the Notes button. The Notes dialog appears.

To add a ...

Click ...

Customer Note

The Add Customer Note dialog appears.

If the Add Customer Note button is disabled, it's because the Customer Number Key is not present in memory. To understand this better, see Keys.

To resolve this, enter I CON C=<Customer Number> OR CUSDBD C=<Customer Number> in the Direct field to reset the Customer Number Key.

Vehicle Note

The Add Vehicle Note dialog appears.

If the Add Vehicle Note button is disabled, it's because the VIN Key is not present in memory. To understand this better, see Keys.

To resolve this, enter I VEHINQ V=<VIN> in the Direct field to reset the VIN key.

2.In the Subject line field, enter the subject of the note. The Subject line allows up to 45 characters.

3.In the text field, enter the note text.

4.When done, click the Close button to complete the addition of the note.