Using the Notes Feature

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Using the Notes Feature

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The Notes feature of Collect is integrated into the Collections Window feature to enhance the functionality of comments.

The Notes feature enables you to:

  • Enter a comment
  • Reply to an existing comment
  • Alter text appearance or color
  • Use of @mentions to notify agent via email and on Collections Window UI of message
  • Upload files in your comments. The supported file types are PDF, DOC, DOCX, XLS, XLSX, PNG, IMG, and JPEG
  • Export all notes or notes of an individual account.

See Using the Collections Window Feature for how to use the Notes feature.

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