Configuring Memo Type Codes (2)

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Tracker Memo Type Definition


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Access this screen by selecting a Memo Type on the previous screen.

Helpful Resources

Learn how to complete tasks related to Trackers.

Screen Overview

This second screen lets you define a description for the Memo Type code. Here you can edit an existing Memo Type or add a new one, depending on how you enter this screen. If you select or add a new Memo Type you will need to associate it with a Sales Tracker and give it a Description.

For example, this could be used to make a record that you mailed a letter or other personal correspondence. Then this would be used to link to the actual document itself.

When done, use Enter to save and return to the previous screen.


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