Add Contact Notes to the Customer Page

The ability to keep all of your customer contact history in one place is one of the most popular and effective features of the FG Receivables Manager. From the customer’s page you simply select Update contact history. A Contact menu will pop up on the right side of the screen. Select how you contacted your customer (i.e. Phone, Email, Fax, or Other) and follow the prompts to enter your notes. When you are finished, select Add to Customer History. Your notes will immediately be added to that customer’s Account History log.


Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk