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.
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