Add a Hot Note to an Account

Use the Hot Note card in the Delinquency or Recovery anchor to add a hot note to the account.

To add a hot note to an account

1. Locate the Hot Note card.

2. In the Action Code list box, click the action on the account.

3. In the Result Code list box, click the result of the action.

4. In the Note box, type a note and then click Save Hotnote. The system adds the hot note to the account.

Tip: To cancel your changes, click Reset.

Related Topics

Add a Standard Note to an Account

Hot Notes