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. 

  • To export notes from Collections Window, you must select either Account or All Accounts as the source. If you select Account, you must enter 2 or more characters to identify the account.
  • To export notes from Disputes, you must select either Disputes or All Disputes as the source. If you select Disputes, you must enter the dispute number. 

You cannot export notes that are made in the Disputes feature by a specific account. Disputes are based on invoices, not accounts.

notes_export_tab.png

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