🔉 Audience - Accounts Receivable Team
📅 Effective - 5/8/2026
📢 Announcement
Enhancements
Revision for Sufficient Funds Affidavit
- When a user revises an order for the Sufficient Funds Affidavit reason, the system adds the affidavit as an Additional Service under Order Details > Payment and includes it in Questions > Closing Fee Summary with the description “Sufficient Funds Affidavit,” status “Pay at Close,” and the product price.
Add Notes in History section.
- Admins can add internal notes in the History section using +Add Note.
- When clicked, a modal opens to enter a required note (max 500 characters). On save, the system adds the note to the order history with the entered text, the user’s name, and the date/time.
- **Notes are read-only, cannot be edited or deleted, and are visible to all users with History access.