When in a customer transaction list I see a memo field but can't seem to find a way to get information into it. How is this accomplished?

The memo field in the transaction list is populated from the memo entered in each transaction, @sheldonm.

You won’t be able to edit memos directly from the transaction list, so if no memo is entered in the original transaction, the field will remain empty. But, you can edit the original transaction and input an memo. Here's how:

1. Navigate to Customer Hub and click Customers.
2. Select the customer.



3.Choose the transaction you want to edit and click Edit.



3. Go to the Memo on statement field to make the changes.
4. Click Save and Close.


If you have any additional questions, please don't hesitate to reply. We're here to assist.