Memos (customer account)
Find this screen
Open: Customers > Create & Amend Accounts > New Customer
Open: Customers > Create & Amend Accounts > Amend Customer
- Use the Memo tab to add any notes about the customer account, for your internal use only.
How to
Add a memo
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Select Add to enter a new memo.
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Enter the memo details in the Text column.
The new memo is marked as Active, and is stamped with the User name and Date and time.
Set a memo to be inactive or active
When you add a new memo, it's set as Active to show that it's currently in use, indicated with Yes in the Active column.
If a memo is no longer in use, and you want to keep it rather than delete it, you can mark it as Inactive.
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To change the status of a memo, select the Active column for the memo.
Enable the checkbox to set the memo as active, or deselect the checkbox to set the memo as inactive.
Tip: If there is an active memo, Active is displayed next to the Memo tab.
Edit a memo
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To edit a memo, select the Text column for the memo, then change the memo text.
When you save the memo, the User name and Date and time are updated to show that the memo has been edited.
Note: If you edit a memo that is marked as Inactive, it will remain Inactive. Remember to set it to Active if its details are now relevant.
View memo text
If you can't read the whole memo, select the > button in the Text column to expand the memo text.
You will see ... (three full stops ) if there is more memo text to read.
Delete a memo
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To remove a memo, select Delete in the memos list.
The memo will be removed when you select Save.
Useful info
About memos
Use the Memo tab to add any notes that you want to make about this
You can mark memos as Active, so you can see which notes are still being used. You can mark memos as Inactive when they're no longer in use, but still want to keep a record of the memo.