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. ย
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.