Client Management Collections Entering a Collection Note from the Customer Explorer

Enter a Collection Note from the Customer Explorer

Collection Notes may be entered from a Customer Explorer record for a customer that is currently in one of the Collection Queues.  Collection type notes may not be entered for Customers that are not in an active Collection Queue. If the customer is not in an active Collection Queue, only a general note may be entered.

1.  Highlight the Notes option from the customer tree; right-click and select the Add Note option.

2.  The Customer Notes form will be displayed.  If the note being entered is collections related and is to be saved as a Collection type note, select the Note for Current Collection Queue checkbox at the top of the form.  Enter information into the white text box then press the Save button when finished. 

2012

The note saved will be viewable from the Customer Explorer and from the customer Collection Notes history within the Collection Queue.