Add New Comments to Debtor Conversations

Use the Debtor conversation tab under the Debtor list submodule to add new comments to conversations with selected debtors.

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

To add a new comment to a debtor conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to add new debtor conversation comments.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the conversation that you want to add a new comment to.
5. Click the Debtor conversation tab.
6. Enter your comment in the Type a comment or drag files here field and click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.