Collections Notes Missing From Main Window

The issue is usually caused by a couple settings.  Use the list below with steps to check each setting and gather screenshots if none of the following items appear to be causing the issue.

1. Check the display options for the affected user in the main and notes windows.

          a. Sales > Transactions > Collection Main

          b. Enter or select one affected customer ID.

          c. Options > Note Status > All

                i. Do the notes display?

               ii. Take a screenshot of the window at this point and attach it to your reply.

          d. Open the Collection Notes window.

                i. Click the blue expansion arrow next to the notes section (-->)

               ii. Options > Note Status > All

1. 1. 1. 1. Do the notes display?
         2. Take a screenshot of the window at this point and save it for later.

2. Check the Collections Management Security Setup window for the affected users to make sure they are able to view others notes.

           a. Sales > Setup > Collection Security

           b. Enter or select the affected user.

              i. Take a screenshot of the window at this point and save it for later.

3. Check the Collection Notes window to determine if the issue is occurring in both the main and notes windows.

          a. Sales > Transactions > Collection Main

          b. Enter or select one affected customer ID.

          c. Click the blue expansion arrow next to the notes section.

          d. Does the issue occur in the Collections notes window?

             i. Take a screenshot of the window at this point and save it for later.

If none of the steps above work to resolve the issue, create a case with support and provide the screenshots to the engineer when the case is assigned.

Support Form: https://www.professionaladvantage.com/support/