To track interactions with owners, we recommend using the Activity Feed button. For example, an owner calls and explains that he's just been laid off and his fee will be two weeks late. Open the Owner screen and click the Add Activity button.
The Activity Feed pane appears.
Enter a note to record the conversation. When you click Submit, the new item appears on the timeline.
The Activity Feed tracks the content of the conversation, the date, and the user.
Also, you can choose to put a reminder on the calendar.
Activity Feed on Transactions
Look up the charge, open the Activity Feed, and enter an explanation.
