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Configuring Memos

The Memo Configuration Document lets you add/delete/view Memo Types. Also see Working with Memos.

  1. From the Explorer click SetupConfiguration.
  2. From the pane on the right, select the green ‘Memo’.
  3. The document titled ‘Memo Configuration’ will open (shown below).
  4. To create a new Memo Type click on ‘Create New‘ or the green plus.
  5. Fill in the relevant information.
  6. Click ‘Save‘.

Creating a new Memo Type

Creating a new Memo Type

The new Memo Type will now be available in the ‘Memo Type‘ drop-down list, when creating a new Memo.

Also Read About

Working with Memos