Memos

The "Memos" tab is a convenient place to store information within Accounts



Add a Memo

You can create create to do lists and reminders by entering information into the "Memo" window.

To create a new memo click the "Memo" icon in the toolbar. Or, you can click the "Add Memo" button in the bottom right corner of the "Memos" tab. The "Memo Details" window will appear.



Edit a Memo

You can edit a memo by highlighting it in "Memos" tab and clicking the "Edit" button. Or, you can double-click any memo to edit it.

Delete a Memo

You can delete a memo by highlighting the memo in the "Memos" tab and clicking the "Delete" button.