Collections Transaction Notes Are Not Visible from Review Customer Accounts (Doc ID 2779621.1)

Last updated on DECEMBER 09, 2021

Applies to:

Goal

Collectors are adding notes to specific transactions within their managing of account transactions for a specific customer.

However, when user goes to Receivables/Billing/Review Customer Accounts and looks up the account by name or site and filters and finds the transactions, they don't see the notes that were entered by the collector.

Solution

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