Hot Notes Card

The Hot Notes card allows you to add hot notes and standard notes to accounts.

Hot Notes

Hot notes display in the Hot Notes card and convey important information for working an account. The system retains the notes only until you clear the card. You can modify or delete hot notes that other users created.

Standard Notes

Standard notes display in the Notes panel. You use standard notes to track changes and save information about an account. The system retains the notes indefinitely. You cannot modify or delete standard notes.

Related Topics

Add a Hot Note to an Account

Add a Standard Note to an Account

Delinquency or Recovery Anchor