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Collections Notes

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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.

  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2025 Season 1 on at
    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
    pastedimage1686694309741v2.png

    Customer collections form - activity notes
    pastedimage1686694384355v3.png

    Collections cases form
    pastedimage1686694447444v4.png

    Collections activities form


  • JamesT Profile Picture
    JamesT 341 on at
    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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