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 the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the latest debtor conversation comment that you want to edit.
  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 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 applicable.
    The edits will reflect on your latest comment in the conversation.