Complete this task to record additional information on an account or case. 

After a note has been created and saved, it cannot be edited or deleted.
If notes have been recorded on a case or account, the cases' Notes tab and the account's Notes tab have a red label.

Step-By-Step Guide

Step

Instructions

Additional Information

1

From the Act: [ID] > Notes tab, click Create. The Note: Account [ID] page opens.

The Create button is also available from the Collections / Guarantor / Account Notes sub-tab.
2Open the Note Type drop down list and select the type of note being created.
3Enter the text in the Note field.
The system performs a spell check on the text entered. Incorrectly spelled words will be underlined in red prior to saving.
4Click OK. The note is saved with the date and time it was created and the person who created it.




  • No labels