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Manage Memos
Attention, this is the published version. You can find the working version in the working space.
Manage Memos
- Intact Publisher
Owned by Intact Publisher
Last updated: Feb 12, 2024
The Manage Memos feature allows memos to be created for an entity for different purposes. The memo type controls in which areas of the Intact platform the respective memo should be displayed. Therefore, this feature can be used to provide different user groups with important information about an entity.
Data permissions allow you to restrict which users can see or edit which types of memos. See How to Predefine Data Permissions
Ξ PERMISSIONS
| Permission | Description |
|---|---|
| Memos - editing | Gives permissions to add/delete/edit memos per entity |
Ξ SETTINGS
| Setting | Description |
|---|---|
| Predefine Memo Types | How to Predefine Memo Types |
Ξ AREAS
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Administrate Auditor Qualification (Client) (Qualification)
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Create Incoming & Outgoing Phone Calls (Correspondence)
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Administrate Reviewer Qualification (Client) (Qualification)
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Administrate Self-Assessment Reviewer Qualification (Client) (Qualification)
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Create Free Invoices (Invoicing)
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Define Services of an Entity (Contracts)
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Track Working Time as a Reviewer (Review)
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Administer Fields/Crops per Entity (Contracts)
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Administer Livestock per Entity (Contracts)
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