Customer memo
- Check memos written about the relevant customer.
Search filters
- Select filters of [Submission date], [Memo type], and [Memo] and click [Search] to see results.
Search results
- All memos are displayed by default and you can check their [Submission date], [Author], and [Details].
- Click [Edit] for each memo to edit the relevant memo from [Add memo] section right below.
- Click [Delete] for each memo to delete the relevant memo.
Add memo
- Add or edit memo for the relevant customer.
- Add or edit memo and click [Save]. • Tick [Important memo] to save the memo as an important memo.
