About

Debtor Notes are useful to record any contact or discussions held with the customer.  It can also be a good tool to record any relevant information specific to the account or about the customer.

 

Note:  In Syswan environments, Debtor Notes can be enabled for Syswan if required.

 

Procedure

  1. From the Sysnet Toolbar click on the Debtors icon
  2. Highlight the desired debtor from the LIST view
  3. Click on RECORD NOTE at the top of the debtors application
  4. Type the required information into the ADD NOTE window
  5. Click on <OK> to close and save the note
  6. The <NOTES> tab will now appear blue to indicate the account has notes against it
  7. Click on the <NOTES> tab to view details
  8. Note details include the Date/Time, Note Details and the User who added the note
  9. In a Syswan environment it will also display the site where the note was added

 Once notes are added they cannot be edited or deleted.