Creating Account record notes or cross-referenced notes

Menu 1.1

Use this feature to create a new note for the Account record or cross-reference information.

To create Account record notes:

1. From the Master menu, navigate to Data Entry > Account Update (menu 1.1).
2. If the Batch Number to Update window displays, select one of the following, and press Enter or click Ok:
   • Use Existing Batch
   • New Batch Number
   • Last Batch Number

   • Go to Account Prompt

     For more information, see Selecting batch options.

3. At the Enter Account # prompt, type the account number, and press Enter.

   You may see an alert that a record is locked. This indicates that another user has the account open. The system displays a prompt with the user's initials. For a full list of the commands available at this prompt, see Working the Account# prompt options.

4. In the Name field of the Account Update screen, type *, and press Enter.

   For a list of the commands available in this field, see Using Name prompt options.

   

5. If you are not already at the last page of notes, at the Enter line number prompt, type B, and press Enter.
   • At the Enter line number prompt, press Enter.

   • At the Enter Option prompt, to add a note, type A, and press Enter.

     The note line is highlighted and the cursor displays at the beginning of the note.

     

6. In the new line, do one of the following, and press Enter:
   • To create a note, type the note information.

   • To create a cross-referenced note, do one of the following before the text of the note:

     Name cross-reference

     Type XF, followed by the name in "last name, first name" format. You can enter the format in one of the following ways:

     XF: "last name, first name"

     XF- "last name, first name"

     XF "last name, first name"

     Address cross-reference

     Type XA, followed by the address. You can enter the address in one of the following ways:

     XA: "address"

     XA- "address"

     XA "address"

     Social security number cross-reference

     Type XS, followed by the social security number. You can enter the social security number in one of the following ways:

     XS: "social security number"

     XS- "social security number"

     XS "social security number"

     Data reference line cross-reference

     Type XD, followed by the data reference line number. You can enter the data reference line number in one of the following ways:

     XD: "data reference line number"

     XD- "data reference line number"

     XD "data reference line number"

     Client reference number cross-reference

     Type XR, followed by the client reference number. You can enter the client reference number in one of the following ways:

     XR: "client reference number"

     XR- "client reference number"

     XR "client reference number"

7. In the next note line, do one of the following:
   • To create another new note, repeat Step 6.
   • To exit, press Enter.