4.8 Notes

The Notes section helps you to create notes for accounts associated with a case. You can create a note as Public or Private. Public notes are visible to all collectors whereas Private notes are visible only to the collector who created the note.

You can also configure whether the notes should be displayed as alerts in the unresolvable-reference.html#GUID-461F351A-F825-4F0B-8CF7-C7BAACCB06D8 section.

Table 4-20 Field Description: Notes

Field Name Description
Case Id,<Customer Name> Displays the case ID and name of the customer.
Notes This section facilitates you to create notes and view list of existing notes related to the account number.
<Product Sub Type - Account Number> Indicates the product sub type and account number.

The list displays all account numbers associated with the case. By default, the account number selected in Account widget is displayed.

Overdue Displays the overdue amount on the account.
Add Note This section helps you to create note for the selected account number.
Status Indicates the status of the note.
The options are:
  • Public: Select this option if you want the note to be visible to all collectors.
  • Private: Select this option if you want the note to be visible only to you.
Alerts Indicates whether the note should be displayed as alert in Alerts widget.

Note: You can enable this switch only if you have selected Public in Status field.

Notes Indicates description of the note.
Apply to all accounts Toggle to indicate if note is to be copied to all accounts of the case.
<Existing Notes> This section displays details of existing notes.
Alerts Displays whether the note should be displayed as alert in Alerts widget.

Note: You can edit this field only for Public notes.

Date Displays the date and time at which the note was created.
Captured By Displays the user name of the collector who created the note.
Status Displays the status of the note.
The possible values are:
  • Public
  • Private
Type Displays the type of note.
The possible values are:
  • Adhoc: Displayed for notes created from Notes section.
  • Task: Displayed for notes created from Tasks widget.
  • Promise To Pay: Displayed for notes created from Promise To Pay widget.
Description Displays the description of the note.

This section consists of the following topic:

Parent topic: Case Summary