A Memo is a tool to store the following types of memo on any Document:
- Reminder
- Note
- Task
- Event
You can assign memos to other users. The assigned Memo will appear in their To-do list i.e. ORGANIZER > To-Do List.
Unless they are created from the Memo list, Memos have a link (reference) to their parent Document.
When a Document appears in a List and has a Memo, an indicator icon will be displayed at the right end of the row (the square with lines).
New Memo
Use Organizer | To create new memo, go to: ORGANIZER > Memos > + |
Use Documents | Every Document has a Add Memo option on the green header strip. You will find this adjacent to the right of the Document name. It’s a square with a circle inside. When you mouse over this icon, a tooltip Create New Memo will be displayed. |
Memo: Configuration
To configure memos, go to:
SETUP > Configuration > Organizer > Memo
Or
Organizer > Memos > Select Memo > Configure
The following configuration options are available.
Here you can add Memo types to categorize or give Memos a context.
For example: follow up or payment expected.
+(Create New Memo Type) | You can create new Memo Type using + icon. Memo types help categorize or give context when creating Memos. For example: Follow up or payment expected. |
Customize Fields | A Memo consists of fields, sections and tabs. The Salesorder app allows you to customize all the parts of the Memo. To customize fields, sections and tabs of a Memo, refer to Using Customization |
| General tab | |
Memo Types | All the Memo types defined in the app are listed in this section.You have the option to view and delete the memo types. |
Memo fields
| Fields | ||
| Subject | Line of text that identifies the intent of the memo. | |
| Reference | The parent Document. | |
| To-Do | Add to the To-Do List. | |
| Display in WMS | Only on Purchase Owners and Shipments. Displays the text of the Memo (Note) when clicked. | |
| Memo Type | An arbitrary value specified by you, see Configure Memos above. | |
| Priority | Normal, High, Low, Urgent. See Using Bank Reconciliation. | |
| Status of the task | Not Started, In Progress, Complete, Overdue (all set manually). | |
| Notes tab | ||
| Notes | Free text area. | |
| Details tab | ||
| Created by | Owner. | |
| Schedule | Date and time in the Calendar. | |
| Duration (HH:MM) | The anticipated, or recorded duration of the task (manually set). | |
| WWW Link. | An URL. | |
| Assigned to | Changes the Memo Owner (see Using Owners). | |
| Assigned on | The date of the last change of Owner. | |
| Reminder | Set a reminder date. | |
| Email me the reminder | Email the reminder to. | |
Listing Memos
If the user is a Customer or Supplier, it will list all of the Memos on the child Documents (transactions). This icon is used to list the Memos for this Document.
All Documents have a Memos Tab
All Documents have a Memos tab. This tab contains a searchable list of Memos for that Document.
To access this tab, Select a Document > go to Memos tab.
For example,
SALES > Prospects > Select a prospect > Memos tab.
Memos can be viewed from a List
To access this list, go to:
ORGANIZER > Memos
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