Transfer Debtor Notes

This allows the user to transfer notes from one debtor to another when merging duplicate Debtors.

Step 1:   Open the Debtor you would like to add the notes to.  **This will be the debtor you are keeping in the case of merging duplicate debtors.

Step 2: Navigate to Operations < Debtor < Merge Notes

Step 3:  You will receive a Merge Notes Search box.

Step 4:  Search for the debtor that you would like to transfer notes FROM. Highlight the selected debtor and click OK.

Step 5:  Notes are merged with debtor automatically.  It will retain the date and time the note was originally created and also display the date the note was merged and from which debtor #.
Sample Notes Transfer:

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All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
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Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

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