Record Audio Messages for Debtor Conversations

Use the Debtor Conversation tab under the Debtor list submodule to record audio messages for 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 record an audio message for 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 for which you want to record audio messages for debtor conversations.
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 for which you want to record an audio message.
5. Click the Debtor Conversation tab.
6. Under the Type a Comment or Drag Files Here field, click Record an Audio Message and start recording your message.
   Note: You can use either your computer's default microphone or attach an external one.
   The Record an Audio Message icon turns red while recording is ongoing.
7. After you record your audio message, click Record an Audio Message again and enter a file name for your recording.
8. Click OK.
   The saved audio recording appears as an attachment.
9. In the Type a Comment or Drag Files Here field, enter your comment and click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.