Memos

With memos, you can record internal messages, meeting notes, or other important information related to the account, contact person, or project. The memo can be printed as a PDF file.

Permissions: Account memo, Project memo, Contact persons
PSA plans: all

Add a memo

You can add new memos to the account, contact person, and project card.

1. Go to the account, contact person, or project card > Memo.
2. Click the Add memo + icon.
3. First, add a title.
4. After that, add the content and format it as needed with the tools. You can also add images and tables to the memo. The memo saves automatically.

Print or delete a memo

You can print the memo as a PDF file or delete it.

1. Go to the account or project card > Memo.
2. Select the memo to be printed from the list.
3. Click Options and the desired action.

The print function or deletion confirmation will open in a new window.