Memo Category Setup

Overview of NA76SET

Within DDI-Connect, memos are used throughout the system to add notes to various types of records, including constituent, account, gifts, accounts payable, and others. DDI-Connect allows you to categorize these memos for easier searches and reporting. There are no default categories in the system, so you will have to add those you wish to use.

Note: You will need the appropriate security level to access Memo Category Setup. If you are unable to access the setup screen, please contact your organization's DDI Connect administrator or contact DDI Client Support for assistance.

To add a memo category to the system:

Go to Name/Address --> Setup --> Memo Category Setup. When you double-click the menu item, you will see this screen:

You will see the list of existing memo categories (if any) displayed. To add a new memo category, click the New button on the toolbar. This activates the three fields at the bottom of the screen:

Screen Label: This is the Category name that users will see when they select a category from the list during the creation of a memo

Description: This is the longer, more descriptive text that describes what the memo category is to be used for

Security Required: If you are adding a memo category that requires a certain level of security to view, you can select that here. For example, you might have a memo category of "HR", with certain Human Resources-related documentation that will be attached to constituent records. You might want to restrict access to memos with that category, so that only authorized users can view them. If you click the list icon to the right of the Security Required field, the system will display a list of options to choose from.

When you have entered all of the information, click the Save button on the toolbar. Your new category has been created: