Name

Required
Optional
Conditional

Edits/Business Rules

Customer or Billing Account Header section

Display Only

General account information displays at the top of most screens when viewing Customer or Billing account information.

List of Notes section

Display Only

Displays list of notes related to the customer or billing account being processed.

The list sorts by descending Date/Time, Created By and Time Stamp (TS). The most recent entries display first.

Notes ID

C

Sequential number automatically assigned each time a note is added. If a note ID number is clicked the note displays in the Customer or Billing Notes section for editing.

Notes sort in descending order by timestamp, newest notes on top.

Notes

Display Only

Displays the note content.

Date Posted

Display Only

Displays the date and time a note was posted.

Customer or Billing Notes

R

Free form field where notes associated with a Customer or Billing Account are entered or edited.

Maximum Characters

O

Displays only the maximum number of characters allowed for a note.

Characters left

O

Displays a running count of the number of characters that can be added to the current note.