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How do I view the memos i have created for my clients.
How do I view the memos i have created for my clients.

Describes how to view memos created for your clients in BusinessMind software for Jewelers

Chris Minassian avatar
Written by Chris Minassian
Updated over 4 years ago

To view memos you have created for your clients follow the below instructions.

  • From the BusinessMind home page click on the Inventory link

  • Here you will see a section called View Memos which will contain smart sets you created as well as some predefined smart sets like Active Memos.  

  • Clicking on Active Memos will display your active memos in the list view.

  • Clicking on a memo will display the memo detail view.

  • As with any list view in BusinessMind you can search, create smart sets, download to a csv file, and of course view the detail view of the record.

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