Customer Statement | History & Notes - Include Template Name
We use multiple Statement templates, each of them containing different stages of Credit Control progress. When sending these the Contact Notes are only updated with 'Statement', and not the Statement template name that would give historical context to a Contact on how we have progressed debt.
Can you update the Notes to include the Statement Template name, and include an option to make further notes against that activity?
3
votes
Robert White
shared this idea
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Elise Payne
commented
we are also using this process and are disappointed to see that the report does not show the account reference, so there is no way to see who the statement was sent in