DA: Notebook
The Notebook is used internally to keep track of accounts. SMS's and E-mails sent to debtors can also be logged in the Notebook.
- Navigate to Case Management Screen - Debtors icon.
- With the relevant debtor selected, click on Options at the bottom of the screen.
- In the Options menu, click on Notebook.
- The Notebook screen will display. When you have entered your note, click on Exit and Save at the bottom of the screen.
- You can see your E-mail and SMS correspondence history for that debtor:
Last modified: Tuesday, 20 July 2021, 10:35 AM