Memo
Attach a reminder, note, task, or event to any Document or Trading partner.
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Attach a reminder, note, task, or event to any Document or Trading partner.
Last updated
Was this helpful?
A Memo is a tool to store the following types of ‘Memos’ on any Document:
Reminder
Note
Task
Event
You can assign memos to other users. The assigned Memo will appear on their To-do list. Unless 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).
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).
Setup>Configuration>Organizer>Memo
Here you can add Memo types to categorize or give Memos a context i.e. Follow up.
You can order the Types in this list. Click on the row containing the Type, and drag it to where you want it to appear in the order of the list.
Every Document has an Add Memo action on the green header strip. You’ll find this adjacent to the right of the Document name. It’s a square with a circle inside. When you mouse over this icon, the message ‘Create new Memo’ will be displayed.
Subject
Title or context
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
Status of the task
Not Started, In Progress, Complete, Overdue (all set manually)
Notes
Free text area
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
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
Sends you a reminder. Make sure your email is on the Worker.
To list Memos directly associated to a Document:
All Memos can be listed here:
Organizer>Memos
All memos associated with a trading partner can be viewed on the Memos tab on the respective master.
