Using the Notes Feature

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Using the Notes Feature

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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. 



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