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View Notes

This screen allows you to view all notes that were created for any of your Billdozer clients.

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Notes are created from one of the following:

  • the Additional Comments field when creating an invoice.
  • the Follow-up field when adding a quick note.
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You can specify the type of notes to display if required by selecting the required radio button, Show All – to show all notes, Errors – to show only notes caused by errors, Warnings – to show only notes caused by warnings, or Information – to show information notes only.

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Note: Filter the list on the required column heading (Reference, Account Number, or Name) to obtain a more streamlined list (see Common Tasks/Filtering Lists for more details).

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Notes are displayed under the following headings:

  • Follow-Up – The on date which to follow up on the note. The icon on the left of this date can be toggled between a green tick or a red cross to indicate the follow up status.
  • Created By – The name of the person who created the note.
  • Reference – The reference number of the note.
  • Account Number – To which the note refers.
  • Name – The name of the account holder to which the note refers.
  • Contact – The email address of the person who created the note.
  • Notes – The actual notes associated to the client.
  • View Clients (icon):
    1. Click the View Client (magnifying glass) icon next to a specific note to view all notes relating to the specific client.
    2. Click the View Note (magnifying glass) icon next to the relevant entry to open the specific comment/note.
    3. Select a follow-up quick note if required from the drop-down list and click Add Quick Note. See also Quick Notes for more information on quick notes.
    4. Click Save when complete to save the changes.

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Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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