# Memo

The Memo page enables you to handle memos on customer accounts. Memos are alerts or notes about account actions, such as liens, court orders, or suspicious activities. CBA operators can add, modify, view, or deactivate memos to monitor and enforce specific actions associated with customer accounts.

This guide provides a comprehensive overview of the Memo page’s functionality, allowing CBA operators to manage memos tied to customer accounts effectively.

## Accessing the Memo Page

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Accounts** in the side menu.
3. Select **Memo** from the Accounts dropdown list.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2F94Hce8DVAd12cPX2PmJs%2Fmemo%20page.png?alt=media&#x26;token=669aec7f-c2f0-4701-b9d7-1123a86b4e3c" alt=""><figcaption></figcaption></figure>

## Add a New Memo

To add a new memo:

1. Click the Add button at the page's top left.
2. Input the **customer ID, customer name, or email.**
3. Click on the **Search** button.
4. Select the desired row on the search result.
5. Enter the required memo information, such as **Action Type**, **Comment** and **Reason**.&#x20;
6. Click the **Save** button to apply.
7. Confirm the action by clicking the **“Yes, I want to proceed”** button.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2F0ULLoKzW9iMVzfLHUXfL%2FAdd%20Memo.gif?alt=media&#x26;token=4a7ee4ef-6b9f-487b-a71c-15756c123251" alt=""><figcaption></figcaption></figure>

## Modify Memo

To modify an existing memo:

1. In the Actions column, click the three vertical dots (⋮) next to the memo you wish to modify.
2. Select **Modify** from the dropdown menu.
3. Update the necessary memo details, such as **Reason**, **Action Typ**e, or **Comments**.
4. Click **Update** to save and apply the changes.
5. Confirm the action by selecting **“Yes, I want to proceed.”**

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FVkYoM73dpnhxLQ21AcEB%2FEdit%20Memo.png?alt=media&#x26;token=fa9adc99-22a2-4e29-9d40-38076a0b08af" alt=""><figcaption></figcaption></figure>

## View Memo Details

To view the details of a memo:

1. In the Actions column, click the three vertical dots (⋮) next to the memo you want to view.
2. Select **View** from the dropdown menu.
3. This will display the full details of the memo, including the **Account Number**, **Action Type**, **Reason**, and **Comments**.

## Deactivate a Memo

To deactivate a memo:

1. In the Actions column, click the three vertical dots (⋮) next to the memo you wish to deactivate.
2. Select **Deactivate** from the dropdown menu.
3. Confirm the action by selecting **“Yes, I want to proceed.”**

{% hint style="info" %}
**Activate Memo:** You can also activate the memo by following the same procedure.&#x20;
{% endhint %}