There are 2 ways to register conversation notes:
Option 1: Worksheet
- Go the Worksheet
- Navigate to Telephone lists and select the Telephone List Item
- Toggle ( ) the relevant debtor. Scroll down to the Conversation section to access the conversation notes. In case there was no actual contact, you can also reschedule your phone call here.
Option 2: Client overview
- Go to Clients in the top bar
- Navigate to the relevant debtor/client and click to open the debtor overview
- In the left menu, click on Notes. Here you can add a note and link it to a document. Don't forget to click on Save!