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

      How to run a full report on customer notes.

      THE DAILY CUSTOMER NOTES REPORT PROVIDES A FLEXIBLE WAY FOR THE AFFILIATE TO REPORT ON NOTES OF ALL TYPES

      Notes2 1

      Customer Choice:

      ▪ All Customers
      ▪ A Specific list of customers

       
      Notes2 2

      Note Type Choice:

      ▪ All types
      ▪ A specific type

       
      Notes2 3

      In this example, the report shows:

      ▪ All customers
      ▪ Billing Invoice notes

       
      notes2 4

      In this example, the report shows:

      ▪ One Customer
      ▪ All Note types