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Customer Structure

Site Tree Options

Notes Right-Click: Add Note

Right-clicking on the Jobs menu option will display one option; Add Note.  Selecting this option will open the Note form.  Enter the desire text, and select a security Access Level.  If the Customer is currently in an active Collection Queue, a field will be displayed at the lower right "Note for Current Collection Queue".  Checking this box prior to saving will save this note as a Collection Type note.

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