Working with memos on an animal record is straightforward, using the memos section on the right-hand side of the animal's profile.

To learn more about Shelterluv's default memo types, please review How to Configure Your Memo Types.

What user permissions do I need to add and delete memos on an animal record?

• Create & edit animal records

What do I need to configure before I Add or edit memos on an animal record?

• How to Configure Your Memo Types

Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

How to Add a New Memo

Once you have navigated to the appropriate animal record, you can add a new memo to the animal's profile by following these steps:

1. Choose the memo type from the Type dropdown list in the Memos section.
2. Enter the desired memo in the open text field directly below the Type field.
3. Click the green Add Memo button.

How to Edit or Delete a Memo

Note
You can select the different tabs below to navigate!

• Once you have navigated to the appropriate animal record, you can edit an existing memo on the animal's profile by following these steps:

  1. Click the All Memos button to get a complete list of the animal's memos.
  2. Click the three dots to the right of the appropriate memo and choose Edit from the dropdown menu.
  3. Make your adjustments to the memo field or memo type and click the green Save button.

  

  

  Warning
  Once you save your changes, you cannot revert the memo to its previous version in any way. All edits are final.

• Follow these steps to delete an existing memo on an animal's profile:

  1. From the animal record, click the All Memos button to get a complete list of the animal's memos.
  2. Click the three dots to the right of the appropriate memo and choose Delete from the dropdown menu.
  3. Read the warning and click the red Delete button.

  

  

  Warning
  You cannot recover memos that you delete.