Announcements
How do you add collection notes to a customer account? I do not wish to use the collection letters, but I would like to see the history of collections activity on a particular account.
The normal process would be to use the Activity function to add a Task/Event against the Customer
Indeed, you have the ability to effectively manage notes throughout the collection activities or cases, as James mentioned. These notes can be displayed in the collection form for the specific customer, allowing for easy access and reference. Additionally, you can also view these notes within the cases and activities form.Customer collections form - case notesCustomer collections form - activity notesCollections cases formCollections activities form
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SajeedMullaji 698
Martin Dráb 327 Most Valuable Professional
CU10121822-0 320
