- To record information about a customer select the Memo
tab located at the top of the customer screen. A memo dialog box will be
displayed where you can enter text.
- Take care not to overwrite existing data unless you wish to.
To erase the contents of a memo, highlight the area and press the Delete
button on your keyboard.
#TIP Add new items to the top of the screen and leave 2 carriage returns
to allow users to see the newest comments first. Always try to date your
comments.