This support article will guide you through how to use Memos to keep detailed records on Leads, Companies, Seeds, Sites, Projects, and Locations. We'll explore the customization options available and discuss the benefits of having a memo log.
1. Adding and Tracking Memos in SiteZeus:
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Accessing the Memo Feature: Memos can be added and tracked on Leads, Companies, Seeds, Sites, Projects, and Locations. When you track memos within units, they will transfer as you convert units to a Site, Project, and Location.
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Customizing Memo Categories: In SiteZeus, you can customize the dropdown options available in 'Memo Category' under 'Administration > Select Lists.' Note that Memo types are not editable in this way and are limited to Email, Phone or Note.
2. Memo Log Details:
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Components of a Memo: A memo in SiteZeus includes a 'Type,' 'Category,' content, and a modification audit that records the date, time, and name of the individual who made the modification.
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Modification Audit: This audit trail ensures transparency by tracking all modifications made to memos.
3. Viewing and Editing Memos:
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Accessing Memos via the Development Report: In addition to being easily to add or edit from the tab to which they are associated, Memos are viewable and editable directly from the Development Report, allowing for easy access and updates.
4. Benefits of Memo Tracking in Franchise Development:
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Ensuring Clear Communication: Memos provide a straightforward and organized way to log important details, instructions, and communication related to franchise development. This ensures that critical information is accessible and transparent to all relevant team members.
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Tracking Progress and Changes: The memo log enables you to track the progress of projects, sites, and locations over time. It's a valuable resource for recording changes, challenges, and successes, helping you maintain a complete history of each development venture.
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Facilitating Collaboration: In franchise development, collaboration is key. Memos make it easy for team members to collaborate effectively by sharing project updates, notes, and feedback in a centralized and accessible location.
For questions or feedback, please contact your SiteZeus Support Specialist using the in-app chat.