Working with Journal Entries
- Published on Aug 10, 2026
Journal entries are used to record additional information, notes and so on for a customer account.
See also:
Adding a Journal Entry
Modifying a Journal Entry
Deleting a Journal Entry
Moving a Journal Entry
Forced Journal Entries
Displaying a Journal Entry on the Summary Tab
Printing a Journal Entry
Searching for Journal Entries
Permissions
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Knowledge Articles > Desktop Client User Guide > Customer Management > Journal Entries, Follow-Ups and Trouble Tickets > Working with Journal Entries