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.
To create quick notes:
- Choose General Settings > Quick Notes. The Quick Notes screen is displayed.
- Enter the text that you want to appear on the quick note.
- 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.
- Repeat steps 2 and 3 to create additional quick notes.
Created quick notes can be attached to any client transaction to serve as a reminder for you to do something on that particular client transaction. See also View Notes.
Notes can typically be used in the following ‘areas’ in Billdozer:
- Clients > Client Management: Actions – Client details – Client Notes tab
- Clients > View Notes
- Arrears Management > Client Age Records: Actions – Client Notes tab
- Arrears Management > Follow-up Notes
