Memos Overview

A memo is an electronic form that you can set up to collect different types of data not included in the standard application. For example, you may want to track delinquency notes for residents who are late paying their rent. Using memos, you can add notes about when they promise to pay or add reasons for their delinquency.

Memos can be associated with a property, building, unit, resident, occupant, or guest. Memos work the same regardless of the tab on which they appear.

To use memos, you must first set up a form. When you set up the form, you add memo prompts that display at the bottom of a memo form. When a user selects a memo link or button, the form displays with your customized memo prompts. The user fills in the form, including your customized memo prompts, and produces a formal memo or note.

Note

Setting up memos is optional.

The following tables must be established prior to setting up memo:

Setup—Global—Search Topics

Search topic selections must be established to be available for selection when creating a memo prompt.

Setup—Property—User Tables

Table selections must be established to be available for selection when creating a memo prompt.