Hi everyone,
When setting up collections easy to access and view, other than the usual fields/columns (customer, amount due, over 90 days, etc.). I want to add a note or comment field/column where I can easily enter and update based on action taken to collect.
So I looked into the available fields and found under the "customer" list 2 fields that may be useful: Notes and Comments.
I investigated where to modify these attributes for each customer and found out that Notes is related to "payments default" in the customer details which is modifiable. These is not ideal since it's totally unrelated and not very efficient to update. But I guess it could work if there is no other option available.
So my questions are:
1- What is the "comment" field related to? how can I modify it?
2- Is there any better way to do this? my main goal is to be able to see customers with overdue invoices and an easy modifiable note on the same screen. There are probably a lot of better ways to do this (actions, cases, activities, etc.) but I'm still looking into that. Any links or recommendations would be greatly appreciated.
Thanks in advance!
