Customer and Billing Account Notes Screen

Fields

Buttons and Links

Adding Notes

Use the Notes screen to enter information discovered during customer or billing account setup, such as why an account is inactive or why it is being suspended. The screen also displays all notes that have been entered for an account.

This screen provides the ability to add, update, or delete notes.

Users can select the number of notes they want to display.

Navigation

Login > Portal > Advanced Search > Search > Display Search Results