 | Here you can create a memo which can be attached to such items as a project, quote or customer invoice. A memo typically contains past or additional information related to a current action.
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| Category | The classification of the CRM action. This field cannot be modified. |
| Date | The date of the memo. Here the date typically represents when the content of the memo occurred. Manually enter the date in the appropriate date format set in System Configuration or click |
| Topic | The subject of the memo. Enter the text into the field. |
| Description | The content of the memo. Enter your description into the text box. |
| Person Responsible | The person accountable for the memo. Depending on the company, the person responsible could be either the person who created the memo or the person accountable for the content in the memo. To select, click the drop-down list and select the person responsible. |
| Type | The nature of the memo. To select, click the drop-down list and select a type. To create types, go to System > Configuration > System Values > CRM Types. |
| Priority | The urgency of the memo. To select, click the drop-down list and select a priority. |
| Status | The current status of this memo. To select, click the drop-down list and select a status. This information is mandatory. |
| Associations | The items which you have associated to this memo. To delete an item, click |
| Add Association for | To associate this memo to another item. To do so, click the button of the item you want to associate this memo to. A new window with the Browse page appears. Select the item from the list. The item now appears in the Associations section. |
