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Advanced Collections - transaction notes

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

Summary:

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 (11.13.23.10.0)

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


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