...
- Click on the dropdown to view any previous Memos
Reporting on Account Memos
There is a report that can be run to show you all of the Memos on Accounts in Sigma:
- Open the Reporting Activity
- Highlight all the Accounts, or selected specific Accounts
- From the Reports list (on the right hand side) and click on Action Memo Report
- Include All Memos: Tick
- Click Include All Commodities OR
- Select the one Commodity you want to view
- Click Run Report
Optional Exercises to consolidate learning
...