Collectors can enter notes in the following situations:

• Performing any interaction on a delinquency

• Processing a payment

• Recording a promise to pay

• Processing a dispute

• Reversing a payment

• Recording delinquency information

• Recording later stage delinquency information such as bankruptcy, litigation, write-off, or repossession.

• Reviewing cases

• Completing a customer interaction

• Recording information related to a task

The Note tab in the Collections window displays notes related to the data level displayed in the header.