How can I leave comments or notes?

Do you want to leave updates on the account or special notes?

Or do you want to communicate with your internal team regarding the progress of the account?

You can do this easily in the Customers tab under Accounts Receivable

Step 1: Select the customer you want to leave a note on

Step 2: Under the 'Timeline Tab' select 'Post Note'.

Step 3: To align with your team partner or leader, simply type @ and mention their name!

Back to the Help Portal