Adding Notes to D2DLink Transactions

KB Article #1239

Notes allow you to communicate with your distributors or dealers. You may add a note to any transaction. All notes are displayed in the Notes window.

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To add notes from the Overview window:

1. In D2DLink, click Overview. If Sales does not display in the Show Me box, select it from the drop-down.
   
   -or-
   From the My Orders section of the D2DLink Console tab, click Sales.
   
2. Click Note in the Attachments column. The Info Center window displays.
   
3. Type your note in the field and click Add Note.
   
4. When finished, click the X in the upper right-hand corner of the Info Center window to close. 

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To add notes from the Order Details window:

1. From the D2DLink Overview tab, double-click a transaction to view its details.
2. Click the Notes icon ().
   
   
3. Enter your note for the buyer, then click Add Note.
   
4. When finished, click the X in the upper right-hand corner of the Info Center window to close.