In this section you will learn:
Memos in PetPoint are a free form way of recording various notes, copying email text to Person records, or entering your Petango/Adoption Description memo for animals who will be included in the various uploads to the internet.
Update: SMS Groups will notice the new type of memo called lost/found which you may take lost & found notes with to post to your Lost/Found/Stray I-frame.
In addition, SMS & Lite groups will see a new memo type called Happy Tails. Record your adoption success stories here to include them on the Adoptable Search I-frame.
The Animal Memo box can be best reached by the buttons on the Edit Animal screen or on the Intake/Outcome Details screen during any process.
Choose your Animal Memo Type, SubType (if set) and if needed you can list a Review Date.
Type in the white box whatever it is you wish to include in this memo. Only text will save, no photos or HTML. Then click Submit, the information will be listed in the Memo History. You can edit the memo by clicking Select, making your changes and then Update, and the memo will have the new memo date/time stamp of the edit.
The Person Memo box can be best reached by the buttons on the Edit Person screen or on the Intake/Outcome Details screen during any process.
Choose your Person Memo Type, SubType (if set) and if needed you can list a Review Date.
Type in the white box whatever it is you wish to include in this memo. Only text will save, no photos or HTML. Then click Submit, the information will be listed in the Memo History. You can edit the memo by clicking Select, making your changes and then Update, and the memo will have the new memo date/time stamp of the edit.
With both animal and person memos, the administrator has the ability to create additional memo types and sub types. When creating sub types, if the "Special Alert" checkbox is checked, this memo will appear in a pop up when selecting the animal or person record. This can be helpful for any very important notifications you wish to have appear for animal or person records. Some examples for animals are: behavior notes, medical alerts. Examples for person records are: do not adopt, account balance, pre-approved adopter, etc.
Last updated for Lite & SMS November 17, 2009 - Melissa Wainscott
http://sms.petpoint.com/help/person_and_animal_memos.htm