Client Management Collections Customer Explorer Collection Information
Customer Explorer Collections Information (continued)
Viewing Collections Notes
Individual Collection Notes may be viewed by highlighting the Notes option from the customer tree. All notes will be displayed in the Active Pane. To view collection notes only, expand the Notes tree and highlight the Collection Notes option.
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If the note entered does not completely display in the Active Pane, the User may double-click on a Note record to view all the information that was entered.