Memos can be used to record temporary notes about the account that you do
not wish to record permanently in their call history. They
can be used to pass
reminders between operators without updating the data onto the customers
contact record. These memos can also be recorded and viewed in Customer
Details.
1. Select Gx CRM from the toolbar.
2. Select Contact Details from the menu.
3. Select the required customer. You can use the quick access lookup or
advanced search to find an account if you do not know
the exact account
code.
4. Click on the Memos Tab.
5. Type your text in the window provided. Previous memo text can be
deleted and amended.