The Memos and Alarms function allows you to store information and messages associated with data in your Accredo system. Memos and alarms can be associated with:

 

• Records which are identified by codes, such as master files and analysis codes,

• Users, where they are used to store information relating to a particular user,

• Companies, where they are used to store global information relating to the company.

 

A memo stores information against a record for selective reviewing. Conversely, an alarm is displayed automatically when pre-defined conditions are met

 

To open the memo grid open the relevant form to apply a memo to (For example, the customer master file)

 

• Select the record to add a memo or alarm to (eg select customer)

• Click on the Memos Tab