Record Debtor Notes

Debtor notes record interactions with fee payers — such as phone calls or payment promises — directly against the customer's account. Each entry can be dated, and future dates can be set to schedule follow-up activities.

1. Open the customer detail

   From the FNO dashboard, open Modules ▸ Credit and collections ▸ Workspaces ▸ Collections coordinator. Locate the relevant debtor account and click View customer detail (②).

   

2. Create the note

   Click the New activity dropdown (③) and complete the following:

   • Event category (④) — select the category that matches the interaction type.
   • Type (⑤) — select the specific event type.
   • Purpose (⑥) — enter the purpose of the interaction.
   • Notes (⑦) — enter the details of the interaction.
   • Date and time (⑧) — set the date and time; use a future date to schedule a follow-up.

   Click Create event (this will change to match the category selected above) (⑨). The new note appears in the Customer timeline screen (⑩) — hover over a note to preview the content without opening the full record.

   

3. Review all notes

   Click View customer (⑪) to open the full note history. Click Collect in the Action Pane, click Collections (⑫), then click Show (⑬) in All activities. Select Open and closed (⑭) to display all notes including resolved items, then click the Notes tab (⑮) to review.