Add a Note to a Debtor

Debtor notes can be manually added by a user, providing the ability to record information received regarding the debtor.  A user can either manually type the note text, or select from a list of pre-defined notes that have been entered by an administrator.


To add a note to a debtor:

Step 1: Open the debtor to which you want to add the note.


Step 2: In the Actions panel, click the Add Note button.


Step 3: To enter a predefined note (if available), select a note code from the Predefined Notes drop-down list, either by clicking the menu or typing in the first couple letters of the note code.

Tip: When the correct code appears after typing the first couple of letters, pressing the Tab key will select the code, and place the note in the text box.  The cursor appears directly after the newly inserted note, allowing the quick addition of more text.


Step 4: In the Note Text area, type the note or add more information to a predefined note.

Tip: An administrator can select whether the Predefined Notes or Note Text field is automatically selected upon opening this window.  This can increase the speed of a user’s workflow by eliminating the need to use the mouse in this window, as the desired field is already selected.  Pre-defined notes can be selected with a keyboard, and pressing the Tab key will insert the note; or, if desired, the cursor can default to the text box allowing the instant insertion of text.   To configure this option, see Organization setup under the Configure menu of this website, and look at the Notes section.


Step 5: Select Add as an important note to designate the note as important and have it display in the Important Notes section at the top of the Notes screen.


Step 6: Click Add Note.

The note displays in the Debtor’s Notes tab with a date, time and user stamp.

If note editing and deleting is enabled, click the Edit Note icon  to edit the note text, or click the Delete Note  to delete the note from the system. You can delete the note or edit the note text only on the day the note is created.

Main Support Line:

All Support Team Members (866) 684-7387
Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


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