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Memos

There were 6 questions found in this category:

How to set an automatic follow up when doing a memo
The system can automatically pop up a follow up when closing a memo. To activate this setting: 1) Click on the System button on the Banner. 2) Click System Defaults for a system wide setting or Local Defaults for an individual setting. 3) Put a check mark in Auto followup from memos....
There is a name and address in the TO: field on the memo, but it does not print.
Only the white text box prints on the memo. In order for the TO: information to print, select a memo template from the drop down list. The template will merge the TO: field into the memo text box.
Trying to move a column on the follow ups on the main screen. When I sort, it puts the column back in the original location.
This is a known issue. The way to avoid having this happen is to first sort the column, then move the column. It will now keep the column in the new location.
When doing a follow up, the Copy Memo button does not pull in the original memo.
In order for the Copy Memo button to work, click the Save button on the memo before opening the Follow Up.
When trying to run spell check on a memo, user receives the following error: Unable to start Microsoft Word''s spell check.
Microsoft Word must be installed in order for spell check to work in the Management System. If Word is installed, then this is caused by a problem with Microsoft Word''s OLE. Repair or re install Microsoft Word. 1) Open the control panel 2) Open add/remove programs 3) ...
Where are closed follow ups?
1) Go to the Client screen and select the customer.
2) Click on the followup tab.
3) Select closed at the bottom of the screen.