Overview
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Field Definitions
Field | Type | Required | Description |
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Filters Section | Filter | No | Allows the list of claims to be filtered by Type. The dropdown list can be used to limit the account notes displayed by type: Account, Case, Collection, Payment, Refund. |
Created | Read-only (system-generated) | Yes | The date and time the note was saved. |
Case | Read-only | No | This note was entered on the Notes tab of the indicated case. Click the hyperlink to open the applicable Case: [ID] page. |
Note | Display Only (pulled from created Notes) | Yes | The text of the note. |
Type | Display Only (pulled from created Notes) | Yes | The Note Type assigned during creation of the note. Options include:
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Created By | Read-only | Yes | The person who created the note. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides | ||
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Search | [Alt] + [E] | To find a note. |
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Create | [Alt] + [T] | To add a note to the account. | Creating Account Notes | ||
[Alt] + [P] | To print the account notes. |
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