Memo

This screen is used by the Warehouse to record Memos or Notes against a specific Customer or Customer Contact.

These Notes can be seen by other users when looking at the Customer details in the Customer Maintenance screen.

There is a standard window HTML text toolbar across the top that you can use to change formatting in the same way that you would in Word or Excel.

You will need to enter any notes in the Design HTML Code View first.

This section displays a history of all Notes saved against the current Customer.

Movement Stats

This screen will show the stats of the Movement by the Customer and the Account Manager

To use this screen you will need to enter the Site Code from the Search Criteria.

You can export the results in Excel or CSV by using the Excel icon or CSV icon at the bottom of the screen

For the Site Code and Customer Code, you can enter multiple codes. they will need to be separated by a comma.

The results section is all read-only fields.