Setting up memo groups

  1. On the sidebar, select Memos > Maintain Memo Groups and Types.
  2. Specify the application in the Application field. Optionally, you can click the search icon to select an existing application. Wildcard search is also available.
  3. Click Search.
  4. In the Results panel, select a record.
  5. In the Memo Groups grid, click Add.
  6. Specify this information:
    Group Code
    Specify a six-character alphanumeric code which identifies each memo group.
    Description
    Provide a description of the memo code.
  7. Click Save.