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:
-
On the main toolbar, click
Finance & Administration
.
-
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.
-
In the left pane of the Finance & Administration page, click
.
-
Click the
List tab and highlight the debtor that has the conversation whose latest comment you want to edit.
-
Click the
Debtor Conversation
tab.
-
Hover over your latest comment and click
Edit Comment
.
-
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.