Customer Management
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      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Customer Management

      How to view all notes related to a customer.

      NOTES GENERATED THROUGHOUT THE COMPLIANCE PUBLISHING SYSTEM HAVE BEEN CONSOLIDATED FOR EACH CUSTOMER

      Customer Notes 1

      Notes Screen

      ▪ For the selected customer, notes can be reviewed for any or all of the types listed
      Customer Notes BI ver2 1

      Billing Invoice Notes

      ▪ Entered on the Invoices Report
      ▪ Notes do not appear on customer invoice
      Customer Notes 3

      Billing One Time Fee/Credit Notes

      ▪ Entered on One Time Fee/Credit Screen
      ▪ Documents information about the one time transaction
      Customer Notes 4

      Customer Notes

      ▪ Information about the customer account can be entered at any time
      Customer Notes 10

      Customer Request

      ▪ Customer Portal
      ▪ Requested from the Training Screen
      Customer Notes 11

      Customer Request

      ▪ Customer Portal
      ▪ Requested from the My Docs Screen, "Contact Us" Tab
      Customer Notes 5

      Driver Notes to Office

      ▪ Entered by driver at time of pickup
      Customer Notes 6

      Past Notes to Driver

      ▪ Example is a One Time Schedule Note
      Customer Notes 7

      Service Notes

      ▪ Entered by driver at time of pickup
      Customer Notes Final

      Display of All Available Notes

      ▪ Individual notes can be marked "complete" with userid recorded