If you want to add a note to the debtor sheet, for example an incoming call, you can add a note to the debtor sheet.
Notes (on the debot sheet) is an overview of all performed actions and notes created.
How to add a note?
- Go to the client
- Click on Notes in the left submenu
- Use the green button Add note
- Add a Description
- Optionally: Link to a document
- Optionally: choose an Attachment
- Select a note Code
- Don't forget to click on Save at the bottom of the note page