Memo Search

Memo is used to keep track of communication

CRM GenericModule> Activity> Memo Search Help

A document typically used for communication within a company.

Thedocumenttypesas

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•Creditor

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•

To:

Module:

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

•Debtors

•Creditors

•Job Costing

•Asset Tracker

•Inventory

whichthedata should be displayed.

Document Type:Type	Here you can search all memos relating to a specific document type.type
Date areFrom	Limit follows:the data returned by using a date range
Debtor	Quote Search •Invoice for •Salesall Leads memos •Supportrelating Log to •Supporta Request specific •Purchase order •Sales Order •Book In •Job •Job Costing Delivery Note •Asset Tracker •Reminder •Time Log •Debtor
Stock Item	Search for memos on an inventory item
Module	GeneralSearch for all memos in a specific Module
Document Number:Number	Search for all memos related to a specific document number
Date From/DateTo	Limit the data returned by using a date range
Creditor	Debtor: Search for all memos relating to a specific Debtor Creditor: Search for all memos relating to a specific Creditor
Employee	Stock Item: Search for memos on an inventory item Employee: Search for all memos made by a specific employee/ All employees
Order By:By	Select order by on the orderdrop indown

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