The Memos tab allows you to store customer-specific information and supporting documents against a customer record, making it easier to keep relevant information in one place.
Search for the customer from the Customers tab.
Enter identifying information, such as a bank reference or surname.
Click Search.
Select View Customer, eye icon.
Click the Memos tab and select Add Memo.
Enter your notes in the text box and apply any required formatting.
To upload a document, click Add Memo Document.
Select Choose File to browse for the file you want to upload.
Click Save.
Once saved, the memo and any attached documents are available from the customer's Memos tab.