Notes

You can attach notes to different types of records, including customer, financial statement, fine, and non-sufficient fund records. The note icon appears on the window for any record to which you can add a note. You can add a note to a record only after the record has been saved.

Example of the note icon on the Customer Maintenance window

You can do the following:

• Add a note to a record.
• Show/hide note history.
• Append a note.
• Edit a note.
• Delete a note.