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 the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the debtor conversation comments that you are looking for.
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 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 associated with the comment.