You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Advanced Collections - transaction notes

Received Response
edited Feb 1, 2024 4:17PM in Receivables & Collections 5 comments


Is it possible to create custom note types?

Content (please ensure you mask any confidential information):

When creating a transaction note we have the option to choose Type All, General, Reference and Special. Is it possible to create new bespoke note types that can be visible in the drop down when creating a specific note?

Version (include the version you are using, if applicable):

23D (

Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!