DebtRecoup

Notes and Alerts ​

Overview ​

DebtRecoup provides note-taking and alert features to document account activity and flag important information for follow-up.

Adding Notes ​

Add Note Modal
Click to enlarge - Note entry interface

How to Add a Note ​

  1. Open the account
  2. Click the Note button in the action toolbar
  3. Enter note content in the text field
  4. Click Save

Note Features ​

  • Free-form text entry
  • Automatically timestamped with date and time
  • Associated with the user who created it
  • Stored in the account's Notes tab

What to Document ​

Notes should capture:

  • Contact attempts and outcomes
  • Debtor responses and commitments
  • Payment discussions
  • Important observations
  • Follow-up requirements

Best Practices ​

  • Be clear and concise
  • Maintain professional language
  • Document facts objectively
  • Include relevant details (who, what, when)

Setting Alerts ​

Set Account Alert Modal
Click to enlarge - Alert configuration interface

How to Set an Alert ​

  1. Open the account
  2. Click the Alert button in the action toolbar
  3. Enter the alert message
  4. Click Save

Alert Display ​

When an alert is set on an account:

  • The alert text displays prominently when the account is opened
  • Helps communicate important information to anyone working the account
  • Remains visible until cleared or updated

Common Alert Uses ​

  • Special handling instructions
  • Important debtor circumstances
  • Legal or compliance notes
  • Contact restrictions or preferences

Viewing Notes ​

Notes appear in the Notes tab on the account view, showing:

  • Date and time of the note
  • User who created the note
  • Note content
  • Notes listed in chronological order

DebtRecoup is a product of Global SaaS Group.

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