Working with person record memos is simple with the Memos section located on the right side of the profile.

Click here to learn more about Shelterluv's default memo types.

What user permissions do I need to add and delete memos on a person record?

• View, edit & create people records

What do I need to configure before I Add or edit memos on a person 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

Follow these steps to add a memo to a person record:

1. From the person record, click the Type dropdown menu and choose a memo type.
2. Enter your memo in the field below the Type dropdown menu.
3. Click the green Add Memo button.

How to Edit or Delete a Memo

Note
Click one of the two tabs below to navigate.

• Follow these steps to edit a memo on a person record:

  1. Click the All Memos button to get a complete list of the person's memos.
  2. Click the three dots on the right of the memo and choose Edit from the dropdown menu.
  3. Make your changes and click the green Save button.

  

  

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

• Follow these steps to delete a memo on a person record:

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

  

  

  Warning
  Deleted memos cannot be recovered.