Notes detailing actions taken, or actions to be taken in the future, can be attached to your debtor accounts. A note can then be linked to any number of transactions. A note can be entered or edit from Account Details screen by clicking "New" or "Edit" buttons at the bottom of the screen.

The following is a list of the fields on the screen:

Click here to see a screenshot
Done
This box is ticked if the note has been actioned.
Code
This is the system generated unique note ID. The notes can be sorted using this column by clicking on the column heading to display in either descending (default) or ascending order.
Date
The date that this note was entered into the system.
Action
The activity that was performed for this note. This is set in the Maintenance/Actions menu option.
Action Date
This date indicates when this note should be activated for the specified action, for example, CALL Mr Jones on the 30th June.
Contact
The account contact with whom this note is actioned.
Note
The first line of the text allocated to this note.
User
The SunSystems user ID of the creator of the note.
Modified
Displays the date and time the note was last modified.
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