SmartWare allows for the capability to edit certain note types within the software.
- Notes with a (pencil) icon listed next to the note is available for editing
Note – editable
- Editing of notes is restricted based on the Employee Security Role associated with an employee
- Below is a list of each note type available for edit and who is allowed to edit the note:
Note Type
User Role w/ Edit Capability
Purchase Order Notes
Everyone (excludes view-only users)
Customer Note
Everyone (excludes view-only users)
Employee Note
Everyone (excludes view-only users)
Vendor Note
Everyone (excludes view-only users)
Franchise Notes
Everyone (excludes view-only users)
Work Order > Work Performed
Everyone (excludes view-only users)
Work Order > Recommended Repairs
Everyone (excludes view-only users)
Work Order > Follow-up Reason
Everyone (excludes view-only users)
Work Order > Internal WO Comments
Owner, Manager & CSR (only)
Work Order > Job Description
Owner, Manager & CSR (only)