Using Contact Types in ACR for Notes

How to setup and use contact types in ACR for notes or contact information

Once setup, contact information/notes are visible through clicking the yellow post-it note icon in AR/GRN inquiry, invoicing, settlements, and/or tickets based on setup in ACR

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Setup

1. ACR > Setup Information > General Information Screen 4 of 4

   1. Define the contact type descriptions and where to have each contact type visible

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2. Once Contact Type Descriptions and Notes Viewable During are set, notes can be added:

   1. Go to ACR > Account Balance Inquiry > Choose the name ID to add notes to > select the ALL line

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3. Choose 12. Contact Information

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4. Choose insert to add new contact information, or edit existing information

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5. When in ACR inquiry, GRN customer summary, invoicing, settlements, or tickets and a name ID has contact types setup, the yellow post-it note icon will be visible. Click the icon to view the notes.

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Click the post-it note icon

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Notes are visible based on ACR setup for where each contact type is visible