Previous Topic

Next Topic

Book Contents

Book Index

Memos On...

You can view memos for the selected masterfile, contact, document, transaction or Company (Global Memos). Information in the grid cannot be edited. To edit a Memo, double-click the selected row, or click Record Open (F12). The memo will be opened in the Memos form. The preview pane on the right can show the memo contents.

Memos On... will synchronise with the Lookup selection, so if you select another record, it will show details for the selected record.

See also Memos, Alarms & Reminders.

Code / ID

The record associated with the Memo. For Global memos, this is GLOBAL.

File

The Masterfile of the record. For Global memos, this is GLOBAL.

Memos On

The File description.

Grid Fields

Date, Time

The date and time the event occurs.

Reference

A reference filter for reports or Lookups, also can be used in scripting, and appears as text in the Memo field.

Type

Memo, must be looked up Memos, no notifications occur.

Alarm, opens when the Record code is selected.

Reminder, prompts at the specified time, anywhere in Accredo.

Action Date, Action Time

The date and time the Reminder or Alarm will activate.

Target User Code

The User or User Group the Memo, Alarm or Reminder will be activated for. If this is left blank for a Memo or Alarm, it will be activated for all users. This must be set for a Reminder.

Subject

The subject of the memo.

Inactive

Selected, the memo is set to Inactive and no notifications will occur.

Grid Toolbar

ToolbarExpand

Expand Toolbar (Alt+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.

Print (Ctrl+P)

Print a report of the information in the grid.

RecordFilterSort_Hot

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 visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

HideInactiveShowInactive

Show / Hide Inactive Memos (Ctrl+H)

Hide or show inactive Memos.

SelectOne

Inactivate

(Ctrl+A)

Set the selected Memo to Inactive.

MemoPreviewShowMemoPreviewHide

Hide / Show Memo Preview Pane (Ctrl+W)

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

Grid scroll bar

ScrollFirst

First Record

Scroll to the first record in the grid.

ScrollFirstPageUp

Page Up (Page Up)

Scroll up one page.

ScrollPrior

Previous Record (Up)

Scroll to the previous record in the grid.

ScrollNext

Next Record (Down)

Scroll to the next record in the grid.

ScrollPageDown

Page Down (Page Down)

Scroll down one page.

ScrollLast

Last Record

Scroll to the last record in the grid.