Page 5 - How do I Add a Customer Note
P. 5
Add a Customer Note
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1. * Click the Format drop list and select CSV.
If you select the default PDF value, the Customer Note will not be visible in the Aging Report.
2. Click the OK button.
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3. Click the Report Manager link.
Page 5 of 7
Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents
