A Memo is a tool to store the following types of memo on any Document:
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).
To create new memo, go to:
ORGANIZER > Memos > +
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.
To configure memos, go to:
SETUP > Configuration > Organizer > Memo
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.
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
|All the Memo types defined in the app are listed in this section.You have the option to view and delete the memo types.|
|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||Free text area.|
|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.|
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.
SALES > Prospects > Select a prospect > Memos tab.
Memos can be viewed from a List
To access this list, go to:
ORGANIZER > Memos