Creating and sending Memos.

Memos are similar to Forms, except that Memos are specifically designed to be sent to a recipient. They always include a Recipient field and may contain additional fields - for example an RFI Memo has fields for recording the recipient’s response.

When you Send (email) a Memo, Samm prefills the email contents. That is configurable, and can be changed by the user at the time. 

If you use the Companies list then Samm can automatically recognise the recipient company using email pattern matching, which is useful for filtering. 

When Memos are Sent, they are automatically closed, so they are a permanent record of the correspondence: