Memo Report

Overview of NA69

The Memo Report allows you to search for and report on any memos attached to constituent or account records. You can search by certain dates, origination of the memo, or other criteria. The report output displays the memo information, including category, code, memo text and who created it. To generate the report:

• From the DDI Connect main menu, double-click Name/Address System
• Double-click Reports
• Double-click 69 Memo Report. The parameters screen will launch:

You have the following options on this screen:

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