A custom report to view notes attached to customer records in e-automate.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
This alert is designed to track the productivity of your accounts receivable department.
When your AR personnel use the AR Console to attach notes to the customer records as they talk to the customer regarding collections, they may enter information about personnel changes, company buyouts, checks sent but we haven't received etc. Before this alert (report) those notes had to be accessed individually through the customer record.
This is a custom report you run directly from EA. It will provide a log of all the notes created by user/type to view their productivity.
Run Schedule: On-demand
Type of Output: On-Demand Custom Report
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Sample
Sample
Your report will show the Note Creator, date, and type, the Customer Number, Customer Name, and the Note. The following is a Sample Output:
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. Customer notes are accessed by clicking on the yellow Notes icon:
The report will show all notes that are on the customer record.
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OnDemand Report Filters
On-Demand Report Filters
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Best Practices & Tips
Best Practices & Tips
AR Tasks can also be used to track communications with your customers. See notes here on best practices for using AR tasks.
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Related Alerts
Related Alerts
ID570 - Note History Reporting
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