Memos

Create a Memo

1. Navigate to “Memos”

2. Click “Add Memo” button

3. Fill in all fields with the applicable information

4. Click “Save Changes”

Edit a Memo

1. Navigate to “Memos”

2. Select the memo you’d like to edit from the list

3. The detail screen will open, and you can edit:
• From Person & Company, Email, Phone, Ext, Cell Phone, Message, Notes

4. Click “Save Changes”

Forward a Memo

1. Navigate to “Memos”

2. Select the memo you’d like to forward from the list

3. The detail screen will open, navigate to the “Forward” button in the bottom right

4. Select from the dropdown list who you’d like to forward the memo to

5. Click “Forward”

Archive a Memo

1. Navigate to “Memos”

2. Select the memo you’d like to archive from the list

3. Click “Archive”

4. Select “Ok” on the “Are you sure” notification