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Inserting Memos into reports
Overview:
If you wish to enter extended text behind either the Debtor or Activity ì
records, you can use the Memo options to record up to 15,000 characters per ì
record. This is covered in the SALESDOC documentation in:
Overview of Memo Options:
Every Debtor and activity record has its own word processor!
Debtor Memo..........................................Appendix K-I
Activity Memos........................................Appendix K-II
Quick Memo [TM].......................................Appendix K-III
In addition to a Print option available on each Memo Options Menu, you can ì
print out memos in these three locations in the program:
Reports Menu:
Appointments Menu:
'Open' or 'Pending' Activities Menu:
The Reports Menu is accessible from the Main Program Menu, selection 3. To ì
go to the Appointments Menu, observe selection 7 on the Main Program Menu. ì
The 'Open' or 'Pending' Activities Menu is located on the Activity File ì
Menu, selection 'O' (for 'Open'). The Activity File Menu, in turn, can be ì
found as selection 2 on the Main Program Menu.
========== Location 1: ==========
Reports Menu:
6) Insert memo into reports: [now Off]
==============
| OPTION 6: |
==============
This option will insert the memo field into the reports generated by ì
options 1 and 2. Once selected, you can specify the number of characters ì
brought into the report from each memo.
========== Location 2: ==========
Appointments Menu
C) Insert memo into reports: [now Off]
è ==============
| OPTION C: |
==============
C) Insert memo into reports:
This option will insert the memo field into the reports generated by the ì
report options on this menu. Once selected, you can specify the number of ì
characters brought into the report from each memo.
========== Location 3: ==========
'Open' or 'Pending' Activities Menu:
4) Insert memo into reports: [now Off]
==============
| OPTION 4: |
==============
4) Insert memo into reports: [now Off]
This option is functionally similar to the Main Program Menu, Option 3, ì
Debtor and Activity Reports, selection 6:
6) Insert memo into reports: [now Off]