Edit and Delete Memos
This feature allows you to edit and delete any memo on a customer’s profile.
Find the Memo You Wish to Edit/Delete
1 Select from the left-hand side which customer you wish to see communications to and from.
2 Tap on ‘Memos’, located on the bottom right-hand side of the screen.
3 Tap on ‘View Memos and Communications’.
4 A new window will pop-up, showing all logged communications, including the title, date and method of contact. Tap to select which memo you would like to edit/delete.
For help on searching and filtering memos click here
5 Tap the memo you would like to edit/delete, then slide your finger to the left, which will reveal two icons.
Tap the Pencil Icon to edit and the Bin Icon to delete.