Memos

Memos are for saving information in the activity history. They are not subject to escalation or delegation mechanisms, don’t have a deadline, and do not appear in the Entry portal.

When a memo is created, the creation Date / Time, the Priority and the Responsibility can be specified. The creator of the memo can transfer it via the Responsibility. The memo Type can be set for the activity overview. On creation of a memo, its relation to cases and persons is automatically determined from the corresponding form, and can be specified manually using the selection dia­log.

Creating a memo

  1. Select the Activity (New) function from the function bar of the respective source form to create a Memo. The input form opens.
  2. Specify a speaking Subject.
  3. The Responsibility is automatically set to the logged-in user. You can change this if you would like to delegate the activity.
  4. Check depending on the source object whether a case or a contact should be assigned to the memo.
  5. Check whether Attachments have to be assigned.
  6. Enter a Comment in the form, or simply click the Time stamp button to the right of the comment field to store a signature.
  7. You can see under Additional data when and by whom the memo was most recently edited.
  8. Click OK, or save the record.