Notes / Preferences - Need more!
Dory Sartoris
Can we have more options for notes / Preferences so when entering a note, it can be either a general note, financial note, etc. Preferences would be nice if we could have specific categories to select (i.e. Contacts: Light, Regular or Tight) and have the ability to have this print /show on the docket. Our financial person needs a place to log all their collection notes but we don't need that to print on the docket. They could have 5+ notes per month regarding collections.
J
Jan Lawrence
This would be especially helpful with collection notes. We can produce all the product we want but if we don't collect the money it doesn't do any good. Right now we are having to use an external document for general account and collection notes.