Setup / Configuration

Most Elise AI vendor-visible notes tickets resolve when the correct note-type configuration is located and enabled within the Elise admin settings.

• Check existing note types in the Elise admin panel to see if a vendor-visible note category already exists but is toggled off — enabling it may be all that is needed.
• Review Elise documentation for "vendor notes" or "vendor-visible communications" to confirm the exact setting name and where it lives in your configuration.
• Verify vendor portal access settings are enabled for the relevant vendor group, as note visibility often depends on the vendor's portal permissions being active.
• Test with a draft note after any configuration change to confirm vendors can see it on their end before rolling out broadly.

If none of these solve it, file a ticket and include: the specific Elise module or workflow where you need notes to appear, whether vendor portal access is already active, and any error messages or missing menu options you encounter. A screenshot of your current note-type settings will speed up resolution.