Memo

Attach a reminder, note, task, or event to any Document or Trading partner.
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. 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).
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).
Memo icon on a Document in a List

Configure Memos

Setup>Configuration>Organizer>Memo
Here you can add Memo types to categorize or give Memos a context i.e. Follow up

Add Memo

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.

Memo fields

Field
Notes
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.

List Memos

To list Memos directly associated to a Document:
List Memos on 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.
Last modified 7mo ago