Application Memos – Warning or Note

When you add a memo to an account (or other application record) then every time you access that account the memo is displayed for review. If the memo was intended as a note then it can become annoying if that memo is continually re-displayed unnecessarily. Existing options allowed you to set that memo warnings were not displayed, but this was actioned on a application basis. This new feature allows you to set on a memo-by-memo basis whether the memo is a ‘warning’ – in which case it will show each time, or a ‘note’ – the memo will not be displayed unless use the F9-Memo key.

If configured, when a memo is being added/updated options are available to set whether the memo is to act as a warning or a note – select as required.

Installation

Restructure a Database

To implement this option you need to amend the MEMO-REF data item on an application database to a X(7) field – previously it was a Y(6) item.

The memo reference continues to be held as the first six characters of this field. The final character will be updated as either ‘W’ if it’s a warning memo or ‘N’ if it’s a note memo. Existing memo’s will have a blank for this character and the system will continue to warn / not warn as per the global application settings. Once an existing memo has been opened and saved the Warn/Note setting will be applied.