Create Account Note

Complete the following steps to create notes on a customer billing account:

1. Select Customer Billing from the Gotransverse application menu .

   

   Customers Window

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customer Summary Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, complete one of the following actions:

   1. For the account you wish to create a note, click the ellipsis icon in the Actions column and select Create Note to open the Create Note window.

      

      Create Note Option

   2. OR, select an account under the Accounts detail tab to open the Account Details window. Select Create Note from the Account drop-down menu to open the Create Note window.

      

      Account Drop-down Menu - Create Note Option

   You can also click the Create button under the Notes detail tab to create a note.

4. On the Create Note window, enter the information you want to save in the note.

   

   Create Note Window

   Required fields are marked with an asterisk.

   • Note Type: Select a type from the drop-down list. Note types are created in the Setup application. Refer to Note Type Module for more information.

   • Note*: Enter the text to include in the note.

5. When all the information has been entered, click Create Note or click Create Another checkbox to create the note and open another Create Note window.

The note is added to the Notes detail tab and can be edited but not deleted.

 

 

 

Topic updated: 07/2024.