Adding Customer and Billing Account Notes

Customer and Billing Account Notes Screen

Fields

Buttons and Links

A note can be created or  selected from the List of Notes section and updated or deleted.

To add notes:

1.      From the Agreement Information window, click Notes or use the search to locate and select an account.

2.      From the tab list, click Notes. The Notes entry window displays with fields in the Note section cleared.

3.      Type the notes in the field.

4.      Click Save to save the current notes or Save & Exit to save the notes and return to the Application Information window.