Add Links to Comments in Debtor Conversations

Use the Debtor Conversation tab under the Debtor list submodule to add links to comments 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 add links to 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 to which you want to add new debtor conversation comments with links.
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 to which you want to add a comment with a link.
5. Click the Debtor Conversation tab and enter your comment in the Type a Comment or Drag Files Here field.
6. Click Add Links to your Comment > Add Link.
7. In the Add New Link dialog box, enter the link title and the link that you want to add to your comment and click OK.
8. Click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.