Accounts Receivable Menu -> Customer Information -> Comments
Accounts Receivable Menu -> Customer Account Inquiry -> Customer Comments
Customer Contact -> Customer Contact Information -> Customer Comments
Counter Menu -> Rental Document -Headers -> Customer Comments and Notes -> Customer Notes
This file tracks customer notes that are recorded by date.
The operator Role Permission also controls whether the operator has access to the Customer Notes in the rental document header when the 'Open Cust Notes In Doc Entry' parameter is activated in the Company Miscellaneous Parameters.
Company wide controls can also be set to manage the ability to modify or delete existing Customer Notes in the Customer Information file, using the 'Note Access Within Customer Information' setting in the Company Security Parameters, where a Full access flag allows add, delete, modify, but the Add flag only allows operators to add Customer Notes preventing any existing comments from being altered.
Another Company wide restriction on how your firm allows the
Customer Comments to be accessed in the Customer Inquiry and Customer Account Inquiry, can be set in the
Company Security Parameters by the 'Notes
/ Collector Comments Access Within Inquiries' flag.
This company flag controls view, add, or update any existing
Customer Comments in Inquiries.
When a new customer note is added through Collections from Log Collection Calls, a window is provided on the Notes field to view all the Customer Account details or only the outstanding details as outlined in Account Inquiry.
The prompts include:
Customer Account Inquiry:
Window in this Notes field to view the customer account inquiry
information and print invoices as described in Customer Account Inquiry.
Only Outstanding or all invoices can be viewed.
The Include Current Invoices in Customer Account setting in the Company Security Parameters, controls whether unposted invoices are also included in the document listings.
Click NO to return to the notes details.
Note: F3 to accept changes to the notes table does not trigger the 'Confirmation Screen' pop-up.
ACTIONS:
Additional actions provided by buttons on
the Customer Comments screen include:
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