DebtRecoup

Notes and Alerts ​

Overview ​

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

Choosing Between Notes, Alerts, and Hot ​

Use:

  • A note for a permanent, chronological account record
  • An alert for an instruction that must appear whenever the account is opened; remove it when it no longer applies
  • Hot to prioritize an account and show an optional comment in the Hot Accounts List
Add a factual note, set and clear an alert, then mark the account Hot and verify it in the Hot Accounts List.

Adding Notes ​

Add Note Form
Click to enlarge - Note entry interface

How to Add a Note ​

  1. Open the account
  2. Find the Notes panel on the right side of the account view
  3. Click Note
  4. Enter note content in the Type your note... field
  5. Click Add

Notes require non-empty text. After a note is saved, the account log records Added Note and the account's Last Worked timestamp is updated.

Note Features ​

  • Free-form text entry
  • Automatically timestamped with date and time
  • Associated with the user who created it
  • Stored in the account's right-side Notes panel
  • Added inline from the panel; existing notes are not edited or deleted from this panel
  • Can also be added from call logging workflows when a note field is shown

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 in Set Account Alert
  4. Click Save

Alert messages cannot be blank.

Alert Display ​

When an alert is set on an account:

  • The alert text displays prominently when the account is opened
  • The account opens an Account Alert! dialog until the alert is removed
  • Helps communicate important information to anyone working the account
  • Remains visible until cleared or updated
  • Existing alerts can be removed from the Set Account Alert dialog

Common Alert Uses ​

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

Viewing Notes ​

Notes appear in the right-side Notes panel on the account view, showing:

  • Date and time of the note
  • User who created the note
  • Note content
  • Notes listed newest first

DebtRecoup is a product of Global SaaS Group.

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