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 |
||
|
Expand Toolbar |
Expand the toolbar to give access to all toolbar options. Press |
|
Insert |
Insert a new memo. Opens the Memos form. |
|
Delete |
Delete the selected memo. |
|
Open |
Open the selected memo, alarm or reminder in the Memos form. |
|
Print |
Print a report of the information in the grid. |
|
Filter / Sort List Clear Filter / Sort |
Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied. |
|
Customise |
Opens Customise Fields, you can customise the fields visible in the grid. |
|
Refresh |
Reloads changes other Users may have made. |
|
Show / Hide Inactive Memos |
Hide or show inactive Memos. |
|
Inactivate
|
Set the selected Memo to Inactive. |
|
Hide / Show Memo Preview Pane |
Hide or show the Memo Preview Pane on the right of the window. |
Grid scroll bar |
||
|
First Record |
Scroll to the first record in the grid. |
|
Page Up |
Scroll up one page. |
|
Previous Record |
Scroll to the previous record in the grid. |
|
Next Record |
Scroll to the next record in the grid. |
|
Page Down |
Scroll down one page. |
|
Last Record |
Scroll to the last record in the grid. |