EDITION: Basic, Standard, Enterprise
RESOLUTION
The ‘Add a Note’ button is found under the Statement of Accounts - section is intended for an Inquiry User to add a note that once complete can be found as a Communication under the related customer. This notation will show with a note, follow up and tagged invoices for a Credit User to review.
The ‘Add a Note’ button on the bottom of the screen in the Account Notes - section is for notes related to the Customer Account. This adds a general Account Note in the Account Notes section.