Memo Types

Screen ID:  n/a images\369g_shg.gif
Screen Title: Memo Types
Panel ID: 369
Tool Number: Multiple
    Click here to magnify

Access this lookup from several screens related to the Tracker system.

Check out the video related to this topic: Tracker Message (More videos below!)

Screen Overview

Simply select a Memo Type from the list and choose Select.

  • The Extension Link column indicates whether this Memo Type has been configured for external links. When you use one of these Memo Types and enter a web address or path to a network directory to a file, a green arrow will appear next to a Tracker entry. If you click on the green arrow, the web site or document will open in a separate window (if you have the appropriate mapping and software on your computer. To change the settings of a Memo Code, use Tool #260.

Additional Video Resources

Check out these additional video resources!

Adding a Cross-Sales Conversation to a Tracker

View more sales and marketing videos.

Visit the CU*BASE video library.