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.

Admittance Button

  • With the relevant debtor selected, click on Options at the bottom of the screen. 

Debtor Screen

  • In the Options menu, click on Notebook.

Notebook

  • The Notebook screen will display. When you have entered your note, click on Exit and Save at the bottom of the screen.

Notebook

  • You can see your E-mail and SMS correspondence history for that debtor:


Last modified: Tuesday, 20 July 2021, 10:35 AM