I like the Customer Memo Tab because I can add attachments into the Memo Tab and this allows me to store important Customer information into the Memo Tab rather that having stored somewhere else on the Computer.
This means that when a Customer calls in about one of our products that they have I can instantly find all the information about that product in once place in Sage 50 rather than looking through other programs such CRM Etc.
However it is not possible to add folders to the Memo Tab and I think it is good idea to have folders in the Memo Tab because folders will enable the information in the Memo Tab to be more organised, for instance we design and manufacture Electronic Products such as, Nurse Call Systems, Panic Alarm Systems, and Fan Speed Controllers and all of these products need annual Maintenance and and they have a Annual Maintenance Record Spreadsheet. At present each Annual Maintenance Spreadsheet has to be stored separately in the Memo Tab and so a list appears in the Memo Tab but if the Memo Tab had Folders then all the Annual Maintenance Spreadsheet could be stored in one Folder in the Memo Tab
This will work for other things as well, I store the records of our Products that are installed on Customer premises
Whilst I do like the Memo Tab, I do feel it is in the wrong place, I would much prefer it to be in the Details Tab this is because I use the Memo Tab Memo Text Box to record as much information as possible on my Customers about orders, enquires etc and I do feel it may be better situated in the Details tab to the right of the Customer Contacts Fields bcause then you have more Customer information in one place.
regards Chris Brookes
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