Creating Account Notes

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 or Insurance / Account Notes sub-tab. Creating a note via these tabs: When multi-selecting 2 or more different accounts with different Case IDs: 1 Collections note is created per Case ID. The first DOS from the selected cases is prepended to the note. When multi-selecting 2 or more same accounts with different Case IDs: 1 Collections note is created per Case ID. The first DOS from the selected cases is prepended to the note. When multi-selecting 2 or more same accounts with the same Case IDs: Only 1 Collections note is created for the Case ID. The first DOS from the selected cases is prepended to the note.
2	Open the Note Type drop down list and select the type of note being created.
3	Enter 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.
4	Click OK. The note is saved with the date and time it was created and the person who created it.