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The Memo Configuration Document lets you add/delete/view Memo Types. Also see Working with Memos.
- From the Explorer click Setup→Configuration.
- From the pane on the right, select the green ‘Memo’.
- The document titled ‘Memo Configuration’ will open (shown below).
- To create a new Memo Type click on ‘Create New‘ or the green .
- Fill in the relevant information.
- Click ‘Save‘.
The new Memo Type will now be available in the ‘Memo Type‘ drop-down list, when creating a new Memo.