Client Notes

Collect! allows you to enter and store notes on any Client record. To access the client's Notes you must have a Client form open. Then simply select the tab labeled Notes to display the notes for the client.

Client Notes

Collect! automatically stamps the Date, Time and Operator ID as it does with the debtor's Notes. Operator color settings are used same as in the debtor's Notes.

All the functionality of debtor's Notes, including reports are available when you need to process Client Notes.

Importing Client Notes

With Collect! Version 11.4.3 and newer, you can import and export Client Notes, Client Attachments, Client Contacts and Payments. This requires that you are licensed for the optional Import/Export module.

When importing Notes, it is necessary to create a valid Date/time stamp so that the notes will display in sorted order.

Sample import maps are shipped with Collect! and are available for download from the Collect! Member Center widgets area.

Collect! Member Center Widgets

See Also

- Import/Export Topics