Memo
Category menu is
used to create and maintain "Categories" for memo. Categories allow
users to classify memos into variety of topics to ensure clear communication with
employees.
Steps
to create Memo Category:
Click on the "Green Plus Sign". This will open the
"Edit Form".
Enter the "Code" and "Description" for the memo
category.
"Code" is a unique alphanumeric code to uniquely identify each
record.
Select the memo "Category". Categories are system
defined.
-
Enter "Notes" to add
additional information.
-
Save.
-
Use the "Pencil" icon to edit details.
-
Use the "Red X" to "Void" a
record.
-
Void records will be "Disabled" and
will not appear in any lookups.
-
Edit the record and "Un-tick" void to activate a
record.
-
Expand into the details
to add "Notes" and " Attachments
".
Figure 1 : Memo
Category
Maintenance