New Debtor History Note

From the Debtors button, click the button.

Enter the Date of the history entry, by typing in the Date Field or clicking the button and selecting the date.
Select the Association of this history note. Click on the button and select either Account or the specific Claim.

Note: Account level history entries cannot be tagged.

Enter the history note in the Enter Note section. Click the F2 key on your keyboard to list note codes.
Enter the Tag Options: Tagging allows users to include this history entry on certain reports including remittance. No Tag: does not tag the history entry. Report with Date: Tags note with the note date. Report without Date: Tags note without the date. Permanent: Tags the note with a tag that cannot be removed.
To email this history note to the client, click the button. This is a Version 2 Feature and requires email access. For information on automatically including certain variables on the email to client, see Email Settings Tab. This option is a Version 4 Feature.
Click the button to save the entry.