Learn about using Memos and the Memos Register. For site users and administrators.
Memos are similar to Forms, except that memos are specifically designed to be sent to a recipient. They always include a Recipient field and may contain additional fields - for example an RFI memo has fields for recording the recipient’s response. * When you SEND a Memo, APE Mobile pre-fills the email contents. That is configurable, and can be changed by the user at the time. * If you use the Companies list then APE Mobile can automatically recognise the recipient company using email pattern matching [show that], which is useful for filtering. * When Memos are SENT, they are automatically closed, so they are a permanent record of that correspondence
In this video you’ll learn about using Memos and the Memos Register:
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