Add a permission to Edit or Delete all Notes created by other users
gathering votes
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Samantha Fulford
At this time "Customer Notes" are only able to be removed/deleted by the user who created the notes. This is not helpful as some notes are not actually "Customer Notes" and the user may no longer work here. We do not want unnecessary notes to be stuck on files forever. This needs to updated at least allow management to delete these notes.
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Rebecca Karr
this update should have happened with or without votes! we have YEARS old notes that cant be removed/updated!
Shawn Goebel
gathering votes
Shawn Goebel
Samantha Fulford Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shawn Goebel
Merged in a post:
Manager Access or Permission to Edit Notes and Customer Notes
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Chelsie Cowart
Currently, only the user that made a customer note (in customer card side) can edit it. It would be beneficial if a manager could edit both notes on the file AND customer notes so that they stay current. Access to this should be limited to certain users to avoid manipulation of notes.
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Larry Battison
For sure
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Christopher Smith
If he is referring to orphaned Pinned notes, I concur wholeheartedly.
Shelby Parker
Hey Samantha Fulford, thanks for your feedback! I have a few more questions for you:
- Can you provide more context on the types of notes that are being incorrectly classified as 'Customer Notes'?
- What level of management or role should have the ability to delete these notes?
- Are there any specific scenarios where you think this feature would be most beneficial?
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Samantha Fulford
Shelby Parker 1. Notes that pertain to specific leads such as vehicle of interest, discounts, etc are not necessary to keep in the "Customer Notes".
- Expert users
- On every single customer whether it is an open deal or not
Shelby Parker
Hey Chelsie Cowart, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the specific roles or positions that should have the ability to edit these notes?
- What kind of changes do you anticipate managers will need to make to these notes?
- Are there any specific safeguards or restrictions you would like to see in place to prevent misuse of this feature?
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Chelsie Cowart
Shelby Parker 1) expert users should be able to and they should be able to give the permission to those they trust in using it properly
2) for users that are out of office that day or users that have changed roles in the dealership and no longer access DriveCentric. Also notes that should have been regular notes and not long term customer notes; example of this would be maybe their trade or vehicle of interest and we've already done a deal.
3) expert users would be the ones to set up who can do it and would only give the permission to those trusted to not misuse the feature.
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Chelsie Cowart
Shelby Parker here is an example of one that we would want a manager to have access to delete - this note is from a year ago and the customer bought elsewhere so this is not needed