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
Setup>Configuration>Organizer>Memo
Here you can add Memo types to categorize or give Memos a context i.e. Follow up
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.
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. |
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 11mo ago