Sage 50 UKI Ideas Portal

Customer Records - Memo Details seen by all users

At present if you add any details in the memo, only the user that has been the details can see them. If other users want to see anything they have to sign on with your details. This helps especially when doing credit control and if you send or received any emails for your customers.

  • Guest
  • Dec 17 2024
  • Guest commented
    December 19, 2024 11:28

    This curious: all of us where I work can see and edit all the memos, complete with other users' editing.

    It leads me to suspect that for some reason the directory when the memos are stored is local to each of your users as opposed to being a central, shared directory, which is how our Sage is set up.