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.
Table 4-19 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:
|
Notes | Indicates description of the note. |
<Existing Notes> | This section displays details of existing 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:
|
Type | Displays the type of note.
The possible values are:
|
Description | Displays the description of the note. |
Parent topic: Case Summary