This article explains how to add notes to a debtor account in Fease to keep a clear track record of all communication and important information received from a parent or guardian.

What is the purpose of adding a note to an account?

Notes allow you to maintain a clear and concise track record of all communication and important information received from a parent or guardian regarding their account.

How do I add a note to an account?

1. Navigate to Debtors > Accounts and select the specific account.

2. Under the Notes section, select Add text note.

3. Select the Communication type (e.g., office visit, email, SMS) to indicate the form of contact received from the parent.

4. Add your note detailing the communication or information received.

5. Click Save.

Frequently asked questions

Where do I find the Notes section on a debtor account?

Navigate to Debtors > Accounts, open the specific account, and scroll down to the Notes section. The Add text note option will be available there.

What communication types can I select when adding a note?

You can select from options such as office visit, email, and SMS — allowing you to indicate exactly how the communication from the parent or guardian was received.

Can I add multiple notes to the same account?

Yes. You can add as many notes as needed to a single account by repeating the process each time new communication or information is received.