Add a Standard Note to an Account

Use the Hot Note card in the Delinquency or Recovery anchor to add a standard note to the account that is displayed in the Work Form. You cannot modify or delete standard notes. For more information, see Notes.

To add a standard 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 Create Standard note. The system adds the note to the Notes panel.

Tip: To cancel your changes, click Reset.

Related Topics

Add a Hot Note to an Account

Hot Notes

Notes