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Collections Notes

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Posted on by mama2mjr

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.

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JamesT 341 on at

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RE: Collections Notes

The normal process would be to use the Activity function to add a Task/Event against the Customer

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Magno Pereira 2,435 Moderator on at

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RE: Collections Notes

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 notes

Customer collections form - activity notes

Collections cases form

Collections activities form

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