Selections

Account

The file the Memos are associated with.

[Record] Code

The code that the Memos are associated with.

Target User Code

The User, Group or Role that Alarms or Reminders will be activated for.

Type

Select the type of Memos to be displayed in the list. Select from:

• Memo - must be looked up.
• Alarm - opens when the Record code is selected.
• Reminder - prompts at the specified time anywhere in Accredo.

Display Inactive

Inactive records are hidden from view with History retained for reporting.

Selected, inactive records are visible.

Clear, inactive records are hidden from view.

Category 1 & 2

Memo categories 1 and 2. These can be customised from Maintain > Company > Memo Categories 1 or Memo Categories 2.

Action On or Before

The date and time the Reminder or Alarm will activate on.

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, click Select Memos to apply selections, filters and sorts to the list.

Select Memos

Click to apply selections, filters and sorts to the list.

Grid toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new memo. Opens the Memos form.

Delete (F3)

Delete the selected memo.

Open (F12)

Open the selected memo, alarm or reminder in the Memos form.

Drill down (Shift+F12)

Drill down to the record that the memo, alarm or reminder is associated with.

Print (Ctrl+P)

Print a report of the information in the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Inactivate (Ctrl+A)

Set the selected Memo to Inactive.

Hide / Show Memo Preview Pane (Ctrl+W)

Hide or show the Memo Preview Pane on the right of the window.

Find (Ctrl+F)

Find a Memo using the Memo ID.

Create List View (Alt+L)

Save the current list state as a List View.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Grid scroll bar

First Record

Scroll to the first record in the grid.

Page Up (Page Up)

Scroll up one page.

Previous Record (Up)

Scroll to the previous record in the grid.

Next Record (Down)

Scroll to the next record in the grid.

Page Down (Page Down)

Scroll down one page.

Last Record

Scroll to the last record in the grid.

Totals

Record Count

The total number of records shown in the list. Click to refresh the total number.