Step 1

From the Tree Menu, search for the Account Message function, and then click once on it.

Step 2

By default, system will open up Account Information panel without any data.

Step 3

Proceed to input the relevant search criterion, at the Account Information panel, and then click once on a related search criterion button.

Step 4

System will retrieve a list of related account records and display accordingly at the Accounts Search pop-up window, if there are more than one record found.

Step 5

Mouse over an account record, and then click once on it.

Step 6

The details (including any existing memo records) of the selected account record will be displayed.

Step 7

Click once on the icon of an existing memo.

Step 8

System will display the selected memo details at the 'Account Message Details' pop-up window.

Note: Click once on the button, to exit from the pop up window.