> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/account/customer-account/memo.md).

# 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="/files/UZKm13fax9vydxE3yeix" alt=""><figcaption></figcaption></figure>

## Add a New Memo

1. Click the **Add** button at the top of the page.
2. Input the **Customer ID**, **Account Number**, or **Account Name**.
3. Click the **Search** button.
4. Select the desired row from the Search Result list.
5. Review the **Account Summary**: Account Name, Account Number, Product Name, NUBAN, Branch, Account Status, Ledger Balance, Available Balance, and Withdrawable Balance.
6. Under **Add Memo**, enter the following:
   * **Action Type**: Select the type of memo (e.g. Activate Lien, Activate PND).
   * **Reason**: Select the reason for the memo (e.g. Tier Level Violation).
   * **Comments**: Enter any additional comments.
7. Click **Submit**.
8. Confirm the action by selecting **"Yes, I want to proceed."**

<figure><img src="/files/uynh2l4QcvbVQND0lPkz" alt=""><figcaption></figcaption></figure>

## View a Memo

1. In the Actions column, **click the three vertical dots (⋮)** next to the memo you wish to view.
2. Select **View** from the dropdown menu.

## Modify a Memo

1. In the Actions column, click the three vertical dots (⋮) next to the memo you wish to edit.
2. Select **Modify** from the dropdown menu.
3. Update the **Action Type**, **Reason**, or **Comments** as needed.
4. Click **Update** to save the changes.

<figure><img src="/files/BA1BKLs6Wge9pDUmEz93" alt=""><figcaption></figcaption></figure>

## To deactivate an active 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."**

## To activate an inactive memo

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

## Filter Memos

To filter the memo list by more specific criteria:

1. Click the **Filter** button.
2. Enter or select any combination of **Account Number**, **Initiated By**, and **Status** (Active, InActive).
3. Click **Apply** to view the matching results.
4. Click **Reset Filter** at any time to clear all applied filters and return to the full list.