System Parameters - Creating Memo Types

System Parameters - Creating Memo Types

InfoThis article is part of the System Parameters section.
Find all related articles here:


Memo Types enable you to categorise memos systematically based on their purpose or subject matter. This ensures that all recorded memos are organised and easily identifiable, facilitating efficient tracking, retrieval, and management of information across various aspects of your operations.

To access the Memo Types settings:

  1. Select Systems from the toolbar.

  2. From the drop-down menu, choose System Parameter.

  3. Finally, select Memo Types.



This will open the Memo Types window, where you can add new codes, amend existing ones, or delete codes as required.

The Used In section specifies where within the software the memo type will be created. The Creation Alert setting determines if the memo will appear as a pop-up when accessing the designated Used In location.


    • Related Articles

    • System Parameters - Creating Job Types

      This article is part of the System Parameters section. Find all related articles here: System Parameters Job types enable you to categorise contractors by their areas of expertise, making it easier to locate contractors based on the required service. ...
    • System Parameters - Creating Document Types

      This article is part of the System Parameters section. Find all related articles here: System Parameters Document Types allow you to decide which areas of the system certain documents are available from, where they will be distributed to and who can ...
    • System Parameters - Creating Meeting Types

      This article is part of the System Parameters section. Find all related articles here: System Parameters Meeting Types are used in the Meetings tab on a Development to record details of any meetings held. You can set your own types to meet the needs ...
    • System Parameters - Creating Contact Types

      This article is part of the System Parameters section. Find all related articles here: System Parameters Contact Types are used on the Contacts tab in a Development. This is where contact information is stored for individuals or companies that you ...
    • System Parameters - Creating Charge Headings, Charge Types and Budget Headings

      This article is part of the System Parameters section. Find all related articles here: System Parameters Charge Headings Charge Headings group multiple Charge Types, allow you to assign a priority, and determine the order in which they appear on the ...