iReceivables - Is there any way for Internal Users (Credit team) to keep notes on an account?
They would like to take notes on which accounts they have called, when a customer might send payment, etc.
We currently do this collection system as a HTML / PHP page but would like to migrate to iReceivables. It would be a bonus if in somewhere on the Account Summary page, there is an open free floating field to type notes.
Thanks,
Chris