Memo Notes

Memo Notes

About Memo Notes

Memo Notes is situated across the system.

It is on grids and documents

Grids

The memo note has two icons, one indicating that there is no note and one indicating a note is present.

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 No Note

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 Note has been added

 

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Documents

This is indicated with a button on the top left

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Memo notes log Date and time and user who added the note

A note cannot be edited

Notes allow a text area to add in a new note and an area to view logged notes

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View All Debtors Notes

View all Notes across the system against one debtor

Go to Debtors setup, edit the debtor

Under the Activity tab, you can view all activities and actions against the debtor

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Show All memos

When adding in a new memo, one can view all memos logged

Click on the Show all tick box to view all memos logged against the Debtor

By clicking on the Show All tick box, one views all memos against this debtor

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Memo Notes - Colour Hex Code

Each user can be colour-coded within the memo section, making it easy to quickly identify who has added each note. As shown, each entry displays the user’s initials in a coloured circle, along with their full name, the date and time the note was added, and the content of the note itself. This helps provide clear visibility and tracking of activity across different users.

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Setup:

Click on the below link to find the colour of your choice

HTML Color Codes

Copy the Hex Number

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In Huge ERP:

System Configuration > General > User Setup

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