Memo Search and Filter

This feature allows you to search through memos for each staff member.

You can refine your search through filtering  (e.g. Date, Title, Type, Memo ID, Reference, etc...)

Get to the page below via
Home Page > Staff > Staff List > 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.

Memo Type

Tab the field next to where it says Type.

Here you can filter memos by General, Email, Post, Phone, SMS and Other.

Search Bar

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.

Sort by

Tap the Sort Icon.

This feature allows you to sort memos by date, title and type