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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / How do you manage the ...
Microsoft Dynamics SL (Archived)

How do you manage the AR process in Microsoft Dynamics SL?

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Posted on by Laura McIlvaine 20

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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  • Community Member Profile Picture
    Community Member on at
    Re: How do you manage the AR process in Microsoft Dynamics SL?

    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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    RROBERTSII Profile Picture
    RROBERTSII 62 on at
    RE: How do you manage the AR process in Microsoft Dynamics SL?

    www.southannasoftware.com/.../ar-collections

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