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Customer record - Memo

You can store notes on the customer record, such as the last time you contacted them,using the Memo tab.

Customers > double-click the record you want to work with > Memo tab.

Find out more about how to enter information in:

You can use the options in this tab to:

• Add electronic files, such as letters or emails you have received from the customer. Or record the location of where a paper document is stored.

• Add notes by entering text into the box provided.
• Manage the folders used for the attachments by selecting the folder, then selecting the activity you want to from the File and Folders Tasks pane.

• Set security properties either at folder level or for an attachment. You can either deny access or make it read-only. To do this, select the folder or attachment, click Properties at the bottom of the window then amend the security settings.