ID363
Log of Notes created on e-automate Customer Records
Output Type: Custom Report only
A custom report to track the productivity of your accounts receivable department. When your AR personnel use the AR Console to attach notes to the customer records as they talk to the customer regarding collections, they may enter information about personnel changes, company buyouts, checks sent but we haven't received, etc. This custom report will allow you to view notes on all customers instead of having to go to each customer record. This is a custom report run from e-automate.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID570 | Note History Reporting | No |