Work Order: Memos

Use the Memos tab to add any required information or reminders related to the work order that you do not want not tracked through history.

To open the Memos tab from the Customer - Work Order tab, click the Memos tab.

The Information fields on the Memos tab are:

Information
Field Description
Reference Number The work order reference number.
Customer The name of the customer associated with the work order.
Location The location the work order was originally created.

Use these buttons to complete your work on the Memos tab:

Button Function
Save Saves changes made on the Memos tab.
Save & Close Saves changes made on the Memos tab and closes the work order.
Close Closes the Memos tab without saving and closes the work order.

Data Source: MEMOS

Security Switch: 810 - Product Support - Work Orders

Revision: 2025.05