Adding a Memo to a Record

If you have an important piece of information that you wish to highlight on a record, add it as a Memo to draw attention to it.

Memos are always highlighted and listed with a Flag icon at the top of the corresponding Datasheet.

Memos can be added/edited from the full edit page, or inline at the top of each Person, Company, or Job Datasheet.

To add or edit a Memo from the full edit page:

  • Navigate to the corresponding Person, Company or Job Order Datasheet
  • Click on the pencil icon to the right of the record tabs to navigate to the Edit screen

  • Type your Memo into the corresponding box in the top left corner of the Add/Edit page

  • Click the Save button in the bottom left corner when complete

  • The Memo will now display at the top of the Datasheet


To inline add or edit a Memo:

  • Navigate to the corresponding Person, Company or Job Order Datasheet
  • Click the pencil icon in the top right corner of the memo box, under the record header

  • Type your memo into the corresponding field and click theĀ Save button on the right when complete.

  • The Memo will now display at the top of the Datasheet