Edit a Client Memo

To edit a memo listed in the Client Memo Management dialog:

1. Select Client Memos from the Tools menu. The Client Memo Management dialog appears. This menu option is visible only when the default or a custom workspace is active.

2. Select a client memo.
   
   

3. Click Edit. The memo is opened for editing in the Client Memo dialog.
   
   

4. Modify options as needed. Click OK when finished.