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Memo Search

A document typically used for communication within a company.

Document Type: Here you can search all memos relating to a specific document type. The document types are as follows:

Quote

Invoice

Sales Leads

Support Log

Support Request

Purchase order

Sales Order

Book In

Job

Job Costing Delivery Note

Asset Tracker

Reminder

Time Log

Debtor

Creditor

Stock Item

General

Document Number: Search for all memos related to a specific document number

Date From/Date To: Limit the data returned by using a date range

Debtor: Search for all memos relating to a specific Debtor

Creditor: Search for all memos relating to a specific Creditor

Stock Item: Search for memos on an inventory item

Employee: Search for all memos made by a specific employee/ All employees

Module: Search for all memos in a specific Module. The modules are as follows:

Debtors

Creditors

Job Costing

Asset Tracker

Inventory

Order By: Select the order in which the data should be displayed.

Button Add: This will allow the user to add a general reminder

Button View: View the selected record from the grid

Import: Import memos using a CSV file