Creating Account Notes

Complete this task to record additional information on an account or case.

After a note has been created and saved, it cannot be edited or deleted.

If notes have been recorded on a case or account, the case's Notes tab and the account's Notes tab have a red label.

Step-By-Step Guide

	Instructions	Additional Information

	Instructions	Additional Information
1	From the Act: [ID] > Notes tab, click Create. The Note: Account [ID] page opens.	The Create button is also available from the Collections / Guarantor or Insurance / Account Notes sub-tab. Creating a note via these tabs: When multi-selecting 2 or more different accounts with different Case IDs: 1 Collections note is created per Case ID. The first DOS from the selected cases is prepended to the note. When multi-selecting 2 or more same accounts with different Case IDs: 1 Collections note is created per Case ID. The first DOS from the selected cases is prepended to the note. When multi-selecting 2 or more same accounts with the same Case IDs: Only 1 Collections note is created for the Case ID. The first DOS from the selected cases is prepended to the note.
2	Open the Note Type drop down list and select the type of note being created.
3	(Optional) Open the Case ID drop down list and select a case to associate to the note.	If the Note Type selected in the previous step is Case, the Case ID field is enabled to select and associate a note to a specific case. Only active (non-reversed) cases on the account are displayed in list of drop down options. The note text will be prepended with the Case ID DOS information.
4	Enter the text in the Note field.	The system performs a spell check on the text entered. Incorrectly spelled words will be underlined in red prior to saving. The Note field will only allow the following special characters to be used when entering Account Notes: . , / - : ? ( ) % $ # +
5	Click OK. The note is saved with the date and time it was created and the person who created it.