AR Customers window: Notes tab
Select the Notes tab to enter notes about this customer. Use the Time Stamp button to insert the current date and time before you add a note. The Text Search and Next Search buttons allow you to search for specific words or dates in existing notes for this customer.
If Accounts Receivable is integrated with Sales and the Sales Entry Layout is set up to allow it, these notes are visible in the Sales Entry window.
Published date: 11/22/2021