Working with Memos

Overview

Memos can be attached to virtually any Document in salesorder.com. Memos can be scheduled to appear on your Calendar or To-do list. In the top right hand corner of most Documents you can click on the icon, to record information specific to that Document. When you record and save a Memo the Document displays a to tell other users viewing the Document it has a Memo 'attached'. You can attach as many Memos as you need to a Document. When you click on the icon salesorder will pop a window displaying the list of Memos attached to the Document. You can view the Memo details by clicking on the to display the Memo itself.

Prerequisites

Using salesorder.com the basics

Entering and Editing

Creating a new Memo

Memos can be created in a number of ways. However there are two basic categories of Memo, those that reference a Document (i.e. are 'attached' to a Document) and those that do not.

To create a Memo that is attached to a Document simply click on the icon at the top left had corner. This will display a new Memo Document. On saving this Memo will be attached to the Document, is signified on the Document by the icon. Clicking this icon will popup a window displaying all the attached Memos.

To create a Memo that is not attached to a Document use one of the following:

1.	From the Explorer click Organiser->Memos to display the Memo List. Then click 'New Memo' on the Action Bar to display the new Memo Document.

2.	From the Shortcut Bar click on 'New' from the Memo Shortcut.

3.	From the Calendar click on the symbol to create a Memo on the specified date.

Memos and the Calendar

Memos can be 'scheduled' on a particular date. When scheduled the Memo will appear on the Calendar at the appropriate date. See Working with the Calendar

Also Memos's can be put on your to-do list (by clicking the to-do checkbox). Again this will display the Memo on the Calendar's To-do list.

Sorting Memos into 'types'.

The information you record is often specific to a situation, and it's a good idea to give the Memo a 'Type'. This is useful when you want to recall or find all of the information of a certain type/category. Salesorder.com already defines a variety of Types, but you can set up as many Types as you need to categorize and sort your Memos. See Configure Memo types.

Ways you can use Memos

Memos are very useful in key areas such as:

•	Customer Relationship Management

•

Selling

•	Sales Document processes

•	Supplier Management

•	Accounting

You can use Memos to:

•	Capture information about a call you had with a Customer/Supplier, or notes you made for yourself and others when dealing with a Document.

•	Assign Tasks to team members.

•

Schedule the date, time and duration of a Task, such as an appointment or call you have to make. The Memo shows in the Calendar of the user to which the Memo is assigned. If you don't assign it, it will be displayed in your Calendar. When you assign it, it shows up the Calendar of the person you have assigned to.

•	Remind yourself or another Worker of an event or a task. The Reminder shows up in your or the assigned Worker's Calendar.

•	To do lists are really useful. You can add a Memo that appears in your or another assigned person's Calendar.

•	Attach documents or files to a Memo by uploading them into salesorder.com.

•	Link a website or a web page to a Memo. For example you might link a Google map location to a Memo that is attached to a Delivery Note.

Searching for and finding Memos

You can search for or find a Memo in a number of ways:

•	From a Document - just click on . This action recalls and lists all of the Memos associated with this Document.

•	From the Memos tab on some Documents such as Customers/Supplier/Jobs/Sales Orders. This action recalls and lists all of the Memos associated with this specific Document.

•	From the Memos List on the Explorer. This action recalls and lists all of the Memos that have been assigned to you or if you have permission (See Working with Roles).

•	From a Document List - If a Document has associated Memos it will have the icon displayed next to it. Simply click on it to get the list of memos in a popup window.

Related tasks and information

Working with the Calendar

Configuring Memos