1. Line Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer Service tab
  4. Comments sub tab
  5. Recording an Additional Comment

4.5.3.1 Recording an Additional Comment

To record an additional comment
  1. Open the Customer Service screen and load the account you want to work with
  2. Click Customer Service sub tab and then click Comments tab under it.
  3. Click Add. The system displays the Comments screen.

    Figure 4-6 Customer Service - Comments


    Description of Figure 4-6 follows
    Description of "Figure 4-6 Customer Service - Comments"

  4. If you want to tag this comment as important, select the Alert box. If selected, the comment appears on Customer Service screen’s Alerts section, after Save.
  5. In the Type field, select what type of comment you are adding.
  6. In the Sub Type field, select what sub type of comment you are adding.
  7. In the Comment field, specify your comment.
  8. Click Save and Add to add a new record. Click Save and Return to return to the main screen.
Comments can be viewed under the Comments tab View the following:

Table 4-22 Comments tab

In this field View this
Alert If selected, Oracle Financial Services Lending and Leasing to recognizes this comment as an alert and displays in Customer Service > Summary Tab, in Alerts section.
Type The type of comment.
SubType The sub type of comment.
Comment The text message entered in the Add Comments section.
Comment By The user ID of person who entered comment in the Add Comments section.
Comment Dt The date on which comment was entered in the Add Comments section.

Parent topic: Comments sub tab