Search for Comments in Debtor Conversations

Use the Debtor Conversation tab under the Debtor List submodule to search for a 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 search for a 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 debtor conversation comments that you are looking for.
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 comment that you are looking for.
5. Click the Debtor Conversation tab.
6. Hover over the comments and use the Search Comments field to enter a keyword that is associated with the comment.