Document important interactions without creating formal letters!

Memo Communications are a powerful feature for recording conversations, notes, and SMS messages directly against accounts or clients. Unlike standard communications, they don't require template documents, but still support replacement fields for consistency.

Common Uses for Memo Communications:

📝 Recording Conversations - Document phone calls or in-person discussions
📍 Change of Address - Note address updates and confirmation details
💰 Payment Arrangements - Record agreed payment plans and credit control discussions
📱 SMS Messages - Track text message communications with clients
📅 Diary Notes - Add time-stamped notes about account activity or client interactions

Benefits:

✓ Quick to create - No template formatting required
✓ Permanently recorded - Notes are stored against the client or account for future reference
✓ Audit trail - Creates a complete history of interactions and decisions
✓ Searchable - Easily find past communications and notes
✓ Replacement fields available - Use merge fields for client/account details even in memo format

Pro Tip: Make it a habit to create a Memo Communication after every important client conversation. This creates a valuable record for credit control, compliance, and customer service purposes. Future staff (or yourself!) will thank you for the documented history!