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Adding Account Memos To Tables

Automatically populating Memos based on code

Account Memos are used to allow users to add memos more quickly and efficiently.

Add Account Memos to Tables:

Table --> Account --> Account Memos

  • The following box will appear: 
  • Click the 'New' button 
    • This will clear the Code field 
  • Type in the code that will be associated with the memo - This will be the code that the user uses to enter the memo on the account 
  • Tab or Enter to the Description field 
  • Type in the desired description - This will be the information displayed on the memo 
  • When all information has been entered, Click Apply to save the Account Memo and remain in the Account Memo Table 
  • Click OK to save the Account Memo and exit the Account Memo Table