Using the Notes Feature

Knowledge Center > Collect > Using Collect > Using the Notes Feature

Using the Notes Feature

Table of contents

The Notes feature adds commenting functionality to the Collections Window and Disputes features of Collect. With this feature, you can add or reply to comments, mention other users or upload files in comments, or export all notes or notes of a particular account or dispute. 

See Using the Collections Window Feature and Using the Disputes Feature to learn more about the functionality. 

Export Notes

To export notes, go to the Export tab of the Notes landing page and select the source for the export. 

The source can be all accounts or a particular account in the Collections Windows feature, or all disputes and a particular dispute in the Disputes feature. 

When you select Accounts or Disputes, you need to select an object to identify the account or dispute. 

notes_export_tab.png

 

Last modified

Tags

Classifications

(not set)