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Addresses can contain information, details and references. These can be stored in the master data of an address → Memo tab in ADDRESSES or entered in the order at the address and saved there. They are then automatically written to the master data → pls see below. An icon in front of an address in the order indicates an address memo. By clicking on the memo icon, notes become visible. |
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Contents
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Basic data
Header data fields in ADDRESSES: checkbox Show memo in file
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Memo function
An address memo
can be filled with general information in the basic data or
can be entered directly in the order.
Notes made in the order for an address are saved in the master data. They are linked to the address and are visible in every order that contains this address.
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MemosThis function is not to be confused with the ORDER MEMOS. → Order memos are located in the quick launch bar of the file menu. |
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| Table of Contents |
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- Memo tab in ADDRESSES
- Header data fields in ADDRESSES: checkbox Show memo in file
Icons Address memo
Symbol | Function | View |
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 | Address memo without content You can store and save information in the order for an address so that this info is always attached to the address. This information/s will be saved to the address and will appear in all orders where the address is used. Click the address memo icon and enter the text for the address. Afterwards pls use the Save icon |
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 | Address memo without content The Address Memo icon is highlighted in red and shows an i-sign. This shows that there is information stored at this address, in the Memo tab in ADDRESSES. Click this button to display the information. To close the window use the Close icon |
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Automatic opening of the Address memo
The content of an address memo entered in the master data can be faded in automatically when the address is used in the order.
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Presettings in the basic data ADDRESSES → Header date and Memo tab
Activate the checkbox Show memo in file in the master data of an address so that the content of the Memo tab in ADDRESSES is automatically faded in the order. |
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Fill the Memo tab with the desired information. |
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When the content is displayed?
This works in
newly created files and
copied files.
When reopening an existing position, there is no automatic display of the content.
Where is the window displayed?
In the order, the address remarks window opens automatically when you enter an address
in the Header data tab
in the Addresses tab
in the Invoicing - Voucher header data tab as the voucher recipient.