6.9 Memos

In Evolution, the Memos component lets you create, edit, and store journal entries without dates, using the file system as a backend.

Memo

To create a new memo entry:

  1. Click File > New > Memo.

  2. Select a group in which you would create a memo entry.

  3. (Optional) Type a category in the Categories field.

    To show or hide Categories field, click View > Categories.

  4. Type text for the memo in the Summary field.

  5. In the Start Date field, specify the date for the reminder note to appear in the recipients’ Calendars.

  6. Type text for the memo in the Memo Content field.

  7. (Optional) To add an attachment to the memo, drag and drop the attachment into the attachment bar.

    or

    Click the Attach button on the toolbar, then browse to the attachment.

  8. (Optional) Click Options > Classifications, then select a classification (as Public, Private or Confidential) for the memo.

6.9.1 The Memo list

As with calendars and tasks, you can create multiple memo lists. Each memo list is assigned a color, and you can use the Memos switcher to hide and show memos.

To create a new memo list:

  1. Click File > New > Memo List.

  2. Type the group, name and color for the memo list.

  3. Click OK.

6.9.2 Searching For Memo Items

Customized Search: Evolution enables you to find the Memo items by using Customized Search. To start searching for various Memo items, use the following procedure:

  1. Click the search icon Search icon to expand the drop-down list

  2. Select the search type:

    • Summary contains

    • Description contains

    • Any field Contains

  3. Evolution displays the desired Calendar items.

Advanced Search: You can perform an advanced search based on any of the search type mentioned above.

To perform an advanced search:

  1. Select the desired search type from the drop-down list.

  2. Select Advanced Search to open Advanced Search dialogue box.

    Search name field displays the search type you have selected.

  3. Click Add to add rules.

  4. Select the criteria and then, type a search entry in the given field.

  5. Click OK.

  6. Click Save to save your search results.

Quick Search: Displays all the Memo items that match the in-built criteria that you have selected from the Show drop-down list in the Search bar.

To perform quick search,

  1. Click the Show drop-down list.

  2. Select the search criteria:

    • Any Category

    • Unmatched

    • Anniversary

    • Birthday

    • Business

    • Competition

    • Favorites

    • Gifts

    • Goals/Objectives

    • Holidays

    • Holiday Cards

    • Ideas

    • International

    • Key Customers

    • Miscellaneous

    • Personal

    • Phone Calls

    • Status

    • Strategies

    • Suppliers

    • Time & Expenses

    • VIP

    • Waiting

    You can view the desired items listed in the Memo view.