Deal Notes Tab – AutoManager

The Notes tab in a deal lists notes that have been recorded into the system for the current deal.

The system will list the date the note was taken, the user who entered the note, the note itself and if the priority option was set to on or off.

Click on New Note to add a note to this deal, or Print Notes to print out a sheet of all the notes, listing the date of the note, the body of the note, and the priority setting.

Adding a New Note

When adding a new note to a deal, click the New Note button and enter the note into the Notes field of the new note. Select On to create a priority note, or set a date in the future to create a reminder (see below).

Changing a Note into a Reminder

Using the Notification Date, a note may be turned into a reminder. This works for both Priority and Non-Priority notes.
Setting the Notification Date to a date in the future makes this note become a reminder.
On the date selected the note will pop-up when users login to DeskManager on that date.
Reminders can also be reviewed from the Reminders report.
Select the date or date range of the notes to be reviewed (based on the notification date set in the note) then click the reload button to see the notes for that range.
- An example of a situation you may wish to use a reminder: a customer has brought a check from a loan company you have not worked with previously.
- You may wish to make sure this check clears your bank before transferring the title to this loan company.
- Make a note to remind yourself to verify the check has cleared and set the reminder date to a day in the future, however many days this type of transaction normally takes, then let DeskManager remind you when you login on that date.

Priority Notes

A note becomes a Priority Note by selecting the On option to the left of the Notification Date.
The difference between a reminder and a priority note is this:
- Both types of notes will pop-up when the user logs into DeskManager on the Notification Date, but a Priority note will continue to pop-up every day thereafter until the note is set back to Off.
Also, when a co-worker opens a deal with a priority note, or when working in the BHPH section of the program, clicks on a customer with a priority note in their deal, this note will pop-up at that point.
The priority note is best used to remind co-workers about something they should know or be aware of when working with a specific customer.
- For example, you may wish to remind co-workers to not accept personal checks from this customer or to photo copy an updated statement of insurance for that customer.
A priority note may be turned off after it has served its need.
- Double click on the note from the customer’s deal or from the BHPH screen and select the Off option before saving the note again.

Adding a New Note

Changing a Note into a Reminder

Priority Notes

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