This tab is on the Display Customer Account Details form. It enables you to review the text record that can be stored against each account. This feature allows users carrying out credit control to note points for the attention of their colleagues. Depending on your priority you may be able to edit this text. There are up to 7 lines of 70 characters that can be entered. When you have entered 7 lines of information and you wish to enter further lines you will then need to over-write any of the existing lines with your new line. This option is an alternative to using CRM Contact records for making notes about Credit Control matters and are discreet to the Credit control functional staff only.
Note: The Edit function of these notes is controlled by a System Parameter.
Click the Edit button to edit the notes. When you have finished editing click the Save button. Click the Cancel button if you wish to leave the edit mode without saving any changes you have made.
