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Supplier record - Memo

You may find it useful to store notes with the supplier record, such as the last time you contacted them.

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

Find out more about how to enter information in:

You can perform the following tasks in the memo area

• Add electronic attachments, such as letters or emails you have received from the supplier.
• 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 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.