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New Memo (Email)

Add an Email Memo

Here you can add a memo to the customer’s account, showing if an email was sent to or from a customer, the time and date of the interaction and the content of that email.

You can add a custom reference for each memo as a quick reminder of what it was regarding (e.g. Customer happy with X employee).

Email MemoTint Email MemoEmail Memo


Add an Attachment

If you wish to include an attachment, tap the Paper Clip Icon at the bottom of the screen.

Email MemoTint Email MemoEmail Memo

You can take a photo by tapping the Camera Icon, or alternatively, you can attach a file already saved on the device by tapping the Image Album Icon.

Email MemoTint Email MemoTint Email MemoEmail Memo


Add a Second Attachment

If you wish to add multiple attachments, tap the Blue Plus Icon.

Email MemoTint Email MemoTint Email MemoEmail Memo


Delete an attachment

To delete an attachment, tap on the Bin Icon.

Email MemoTint Email MemoTint Email MemoEmail Memo

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