Memos

The final tab on each entity record is the Other tab. When selected, the Other tab reveals two or more subtabs. The first subtab is the Memo tab.

The Memo tab provides a text area where you can enter additional information about the entity record that is not collected elsewhere. The text area supports common keyboard shortcuts including Ctrl+C to copy and Ctrl+V to paste.

To add a memo, enter text in the text box and then save your changes.