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Notes to Driver

Steve M. shared this question 10 years ago
Answered

How can I place a note on a lead so that it shows on the Packing List for the driver? (Ex. Gate Code 1234)?

Best Answer
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You must be printing the vehicle packing list which doesn't by default have the event notes on it. The regular packing list for the event does. They are shown under the surface type. Since the notes are event specific, we made it work that way. It is possible to put the notes on the vehicle packing list, but it would make the most sense to put them in the table and this could cause the table to be quite big. You cannot do this from your account. We would have to do it for you.

Comments (3)

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Anything you add to the event notes will show on the packing list. Event Notes are at the bottom of the lead when you are editing it.

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Cody Swiger wrote:

Anything you add to the event notes will show on the packing list. Event Notes are at the bottom of the lead when you are editing it.
Can you please check our lead then for Kiefer Elementary School - Event date is 4/25/14. We have an event note "Bounce to end hunger" that is not reflecting on the packing list that I am printing from the Delivery Tab.

photo
1

You must be printing the vehicle packing list which doesn't by default have the event notes on it. The regular packing list for the event does. They are shown under the surface type. Since the notes are event specific, we made it work that way. It is possible to put the notes on the vehicle packing list, but it would make the most sense to put them in the table and this could cause the table to be quite big. You cannot do this from your account. We would have to do it for you.

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