Edit your Latest Comment in Debtor Conversations

Use the Debtor Conversation tab under the Debtor List submodule to edit your latest comment in conversations with selected debtors.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To edit your latest comment in a debtor conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the latest debtor conversation comment that you want to edit.
  3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
  4. Click the List tab and highlight the debtor that has the conversation whose latest comment you want to edit.
  5. Click the Debtor Conversation tab.
  6. Hover over your latest comment and click Edit Comment .
  7. In the Type a Comment or Drag Files Here field, make the necessary edits on the comment and click Cancel, Delete, Publish, or Private, as appropriate.
    The edits are reflected on your latest comment in the conversation.