Add or Modify Memos in an Employee Record
You can place a note or attach a task in an employee's record, and display it in the Daily Business Manager.
To add or modify a memo in an
employee record:
- Open the Memo tab in the employee record. How?
- In the Home window, click Employees & Payroll on the navigation pane.
- In the Tasks pane, right-click the Employees icon and select Modify Employee from the menu.
- Select an employee from the list and click OK.
- Click the Memo tab.
- In the Memo box, add or modify the note or reminder about this employee.
- (Optional) To display this memo in the Daily Business Manager,
- Select the Display This Memo in the Daily Business Manager check box.
- If the memo has an end date or due date, in the To-Do Date box, type or select a date.
- Click Save and Close.
To remove a memo from an employee
record:
- Open the Memo tab in the employee record. How?
- In the Home window, click Employees & Payroll on the navigation pane.
- In the Tasks pane, right-click the Employees icon and select Modify Employee from the menu.
- Select an employee from the list and click OK.
- Click the Memo tab.
- Click the Clear Memo button.
- Click Save and Close.
What do you want to do?
Turn on or off an employee pop-up window