Notes and Messages

Use the Notes, Documents and Messages tabs of the partner page to keep the history of the relationship in one place.

Requirements: The partner update permission, held by the Owner and Manager roles, to add or change anything. The Documents tab needs Customer & Partner Documents Access.

Add a note with a follow-up dateCopy Anchor Link

1. Open the partner page and select the Notes tab.
2. Enter the text in New note.
3. Optional: select a date in Follow up on.
4. Select Add note.

A note with a follow-up date that has passed and is not done appears in amber. Select Mark done to finish the follow-up. The note then shows Done, and the button Reopen reverses it. The delete button of the note removes it.

Notes are internal. The partner never sees them.

File a documentCopy Anchor Link

1. Select the Documents tab.
2. Select Add and choose the type: ID Document, Contract, Partner Agreement or Other.
3. Select one or more files.

A file can also be dragged onto the card. A drop on one of the four type areas files the document under that type.

Select the name of a file to open it. The download button saves it. The delete button removes it. Files are private, the links expire and the files count toward the storage of the dealership.

The tab also lists the invoices of the partner deals when the team member may read invoices.

Show a document in the partner portalCopy Anchor Link

Select the eye button of the file. The tooltip reads Visible to Partner or Hidden from Partner. The toast File Shown in portal. confirms that the partner can see the file. The toast File Hidden in portal. confirms the reverse. A file that the team uploads is hidden from the portal until the team shows it.

Answer a messageCopy Anchor Link

1. Select the Messages tab. The tab shows the number of messages and turns amber for unread messages from the partner.
2. Enter the text in Reply to the partner….
3. Select Send.

Opening the tab marks the messages of the partner as read. The text of a reply appears on the partner portal.

NotesCopy Anchor Link

• A file that the partner sends through the portal shows Sent by the partner.
• Notes and messages are separate. A note is written about the partner for the team. A message is written to the partner.