Best practices for configuring Memo Types

  • Updated

 

 

Memos provide open text fields to record information on animal and people records. Memos are reportable on Custom Entities Animals or People reports.

Best practices:

  • as few as possible
  • clear meaning for each
  • mutually exclusive

 

Memo Examples

Memo Description
Pet of the Week Noting details for pet of the week special
Quarantine Details on quarantine reason, length
Safety Net Information relating to safety net program/reason for animal admission
Behavior Helpline Noting behavior correction plan noted for owned animals
Adopter Communication Communications notes with adopter for pick up, scheduling notes, etc.
Previous Owner Communication Animal history details provided by previous owner
Volunteer Notes Details volunteers note about animal personality, health, etc.
Transfer Partner Tracking transport partner for large scale transports that have not yet happened