1. Lease Servicing User Guide
  2. Interface
  3. Account Conversion
  4. Comment Tab

17.4.10 Comment Tab

The Comments screen allows you to view and add comments regarding an account at any time.

To add a comment
  1. Click the Comment link.
  2. In the Type block, use drop down list to select the type of comment you are adding.
  3. In the Sub Type block, use drop down list to select the sub type of comment you are adding.
  4. In the Comments block, type your comment.
  5. If you want Financial Services to recognize this comment as an alert, select Alert. When you select the Alert box, the comment appears on Customer Service form’s Account Details screen in Comment sub screen.
  6. Save your entry.

Parent topic: Account Conversion