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Quick Notes

Quick note templates can be created to configure standard notes that can then be attached to clients as a reminder to perform a particular task on that particular client. Some examples of quick notes:

  • Client has made an additional payment
  • Client has asked for an extended payment period
  • Contact client at end of the month to discuss further payment options
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To create quick notes:

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  1. Choose Merchant > Quick Notes. The Quick Notes screen is displayed.
  2. Enter the text that you want to appear on the quick note.
  3. Click Save when complete to save the quick note. The saved quick note appears in a notes list, which is located directly below the Save button.
  4. Repeat steps 2 and 3 as often as required above to create additional quick notes.
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Created quick notes can be attached to any transaction for a client to serve as a reminder to you to do something on that particular client transaction. See also View Notes.

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Notes can also be viewed under:

  • Clients > Client Management : Actions – Client details : Client Notes tab
  • Clients > View Notes
  • Arrears Management > Client Age Records/Failed collections/Follow-up Notes

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Knowledge Base Authors

  • James Browning
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