Memo Search and Filter
This feature allows you to search through memos for each customer.
You can refine your search through filtering (e.g. Date, Title, Type, Memo ID, Reference, etc...)
Home Page > Customers > Memos > View Memos and Communications
Choose Which Memos Show
Tap the box next to where it says ‘Show’.
Here you can select to see All, New or Deleted memos.
Tab the field next to where it says Type.
Here you can filter memos by General, Email, Post, Phone, SMS and Other.
The search bar works in conjunction with the ‘Search by’ feature.
Before you type in what you’re searching for, you can filter the list by search field; All, Memo Title, Date, Memo ID, Memo Type, Memo Comment, User, Reference, Phone Number, Mobile Number, Address, Email Address and Email Subject.
Column Title Select
This feature enables you to change the column titles.
This allows for a personalised memo page.
Tap the sort icon.
This feature allows you to sort memos by date, title and type