Customer Profile: Add a Note

The Add a Note screen allows you to add a note to a customer profile.

This section includes these topics:

Adding a Note to a Customer Profile

From any screen in IntelliDealer that displays a customer name link, hover your cursor over the customer name.

The Customer Toolbar appears.
Select the Add a Note icon.

The Add a Note screen opens.
Fill out the appropriate fields and click the Save button to add the note to the customer's profile.

The Information fields on the Add a Note screen are:

Information
Field	Description
Name	The customer's name.
Business Phone Number	The customer's business phone number.
Salesperson	The salesperson assigned to the customer's profile.

These fields appear on the Add a Note screen:

Field	Description
Date	The date the note was created.
Select Category	A category the note falls under (e.g. sales, parts, service, rental, etc.).
Select Contact	If applicable, the customer contact associated with the note. The Select Contact field only appears if the customer has contacts loaded on the Contacts tab.
Select Salesperson	The salesperson associated with the note.
Description	A brief description about the note added.

Use these buttons to complete your work on the Add a Note screen:

Button	Function
Save	Saves changes made to the Add a Note screen.
Close	Closes the Add a Note screen without saving and returns to the previous screen.

Revision: 2025.05