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Copy Content From a Credit Report to a Note

Use the Debtor Hard Copy dialog box to copy content from a consumer credit report and add the content as a note on an account.

To copy content from a credit report to a note

  1. With an account displayed in the Work Form, from the Skip menu, click View Credit Report. The Debtor Hard Copy dialog box appears.

Debtor Hard Copy dialog box

  1. Use your mouse to select the text to copy.

  2. Right-click the selected text and then click Copy.

  3. Click Note. The New Note dialog box appears.

  4. Select the Action Code and Result Code.

  5. Right-click in the Comments box and then click Paste.

  6. Click Accept. The system adds the note to the account.

Related Topics

Credit Reports