Add, Change, or Remove a Memo - Daily Business Manager

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Learn about the Daily Business Manager

ClosedTo add a memo to your to-do list
  1. Open the employee, customer, or vendor record to which you want to attach a memo.
    2. ClosedTo open the Memo tab in the employee record
    1. In the Home window, click Employees & Payroll on the navigation pane.
    2. In the Tasks pane, right-click the Employees icon and select Modify Employee from the menu.
    3. Select an employee from the list and click OK.
    4. Click the Memo tab.
    ClosedTo open the Memo tab in the customer record
    1. In the Home window, click Customers & Sales on the navigation pane.
    2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
    3. Select a customer from the list and click OK.
    4. Click the Memo tab.
    ClosedTo open the Memo tab in the vendor record
    1. In the Home window, click Vendors & Purchases on the navigation pane.
    2. In the Tasks pane, right-click the Vendors icon and select Modify Vendor from the menu.
    3. Select a vendor from the list and click OK.
    4. Click the Memo tab.
  2. In the Memo box, type in the information.
  3. (Optional) In the To-Do Date box, type in a due date or end date for the memo. If you leave this box blank, the memo will always appear on your to-do list.
  4. Select the Display This Memo In The Daily Business Manager check box.
  5. Click Save and Close.
ClosedTo remove a memo from your to-do list
  1. Open the employee, customer, or vendor record to which you want to remove a memo.
    2. ClosedTo open the Memo tab in the employee record
    1. In the Home window, click Employees & Payroll on the navigation pane.
    2. In the Tasks pane, right-click the Employees icon and select Modify Employee from the menu.
    3. Select an employee from the list and click OK.
    4. Click the Memo tab.
    ClosedTo open the Memo tab in the customer record
    1. In the Home window, click Customers & Sales on the navigation pane.
    2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
    3. Select a customer from the list and click OK.
    4. Click the Memo tab.
    ClosedTo open the Memo tab in the vendor record
    1. In the Home window, click Vendors & Purchases on the navigation pane.
    2. In the Tasks pane, right-click the Vendors icon and select Modify Vendor from the menu.
    3. Select a vendor from the list and click OK.
    4. Click the Memo tab.
  2. Click Clear Memo.
  3. Click Save and Close.

Published: June 12, 2018
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