Page 1 - How do I Add a Customer Note
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Add a Customer Note
How do I Add a Customer Note?
Customer Notes can be used to add general comments regarding a customer (such as payment trends) and are intended
to help when reviewing aged accounts. Customer Notes are also including in specific reports, such as the custom
University Aging Report (shown below).
Navigation
Navigator > Customers > Customer Information > General Information
The General Information search page
displays.
1. Enter or select the SetID.
2. Enter or select the Customer ID.
1 3. Click the Search button.
2
3
The General Info page displays.
4
5
4. Click the General Info Links drop list.
5. Select 0100 – Notes.
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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents
