Memo

Attach a reminder, note, task, or event to any Document or Trading partner.

Media

Memos - Events | Tasks | Reminders

Use Memos: Events, Tasks, Reminders

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).

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.

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.

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.