I am searching for a place to document statements sent, date phone calls made or collection letters sent. Is there a note screen for customers?
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I am searching for a place to document statements sent, date phone calls made or collection letters sent. Is there a note screen for customers?
*This post is locked for comments
In the Customer Maintenance screen (08.260.00) there is an icon of a sticky note next to the Customer ID Field. This will launch a notes screen where you can document that information.
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