Collector Comments

Accounts Receivable Menu -> Customer Information -> Collector Comments (View only)

Accounts Receivable Menu -> Customer Account Inquiry -> Collector Comments (View only)

Customer Contact -> Customer Contact Information -> Collector Comments (View only)

Counter Menu -> Rental Document -Headers -> Customer Comments and Notes -> Collection Comments

Collector Comments are entered only in the Log Collection Calls and are used for comments about collection payments.
Based on the security configuration these comments can be viewed in several places including the Customer Information, Customer Account Inquiry, and in the Customer Contact Information.

Security Access Control:

A Company wide restriction on whether your firm allows the Collector Comments to be viewed in the Customer Inquiry and Customer Account Inquiry can be set in the Company Security Parameters by the 'Notes / Collector Comments Access Within Inquiries' flag.
This company flag also controls view or update any existing Customer Comments in inquiries.

The operator Role Permission also controls whether the operator has access to the Collection Comments in the rental document header when the 'Open Cust Notes In Doc Entry' parameter is activated in the Company Miscellaneous Parameters.

Access at the operator level to view the Collector Comments in Customer Information, Customer Account Inquiry and in the Customer Contact Information is controlled by the "Miscellaneous" flag for 'Access to Collector Comments' in the Security Roles assigned to the operator in Operators.
This permission flag does not control access to the Collector Comments in Log Collection Calls.

The prompts include:

DATE

Accept today's date.
This date cannot be changed.

SEQ#

The software automatically assigns a sequence number to keep track of how many entries are made for this date.
Initially this table is sorted in the order the note details were logged, but clicking the SORT BY DATE button at the bottom will re-sort the notes by the associated date.

NOTES

Up to 999 lines of notes to record the results of the call and your intended follow-up action, can be entered.
Any existing comments can be printed out on the next Call List for that customer, to help with the call history.

Window in this Comments field to view the customer account inquiry information and print invoices as described in Customer Account Inquiry. Only Outstanding or all invoices can be viewed.
the Include Current Invoices in Customer Account setting in the Company Security Parameters, controls whether unposted invoices are also included in the document listings.

Finished?

Click the ACCEPT button to accept and exit, or click the CANCEL button to abort.

Confirmation Screen:

When notes are added and the operator clicks ACCEPT this confirmation pop-up is triggered.
Click YES to accept the note and to exit the screen. Notes are saved regardless of how the operator exits the original function screen.

Click NO to return to the notes details.

Note: F3 to accept changes to the notes table does not trigger the 'Confirmation Screen' pop-up.

ACTIONS:
Additional actions provided by buttons on the Collector Comments screen include:

• Sort Sequencing the Notes Details:
  Click the SORT BY DATE button to re-sort the notes by the associated date.
  Conversely click the SORT BY SEQ button to re-sort the notes in the order they were entered by the sequence number.