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 ‘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).
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:
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.
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