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Editing and Updating CRM Memos

Django CRM allows users to edit or update existing memos — CRM notes — while maintaining full transparency over who made changes and when. A memo can be edited only by its owner (author) or recipient, ensuring controlled access and accountability.

Who Can Edit a Memo

  • The owner (author) can edit or delete the CRM memo while its status is Pending.
  • The recipient can update the memo’s status to Reviewed or Postponed. Once the recipient changes the status, the author loses the ability to edit or delete the memo.

The "Modified By" field displays the name of the last user who edited the memo, and you can view the entire edit history by clicking the History button.

Forwarding and Status Updates

Recipients can forward a memo to another user by selecting a new recipient. This allows the memo to move through the appropriate approval or review chain.

Changing a memo’s status helps track progress and ensure that each note receives timely attention.

Creating a Task or Project as a result of reviewing the Memo

The recipient can create a task or project directly from a memo. In this case:

  • All memo data, including attached files, will be automatically transferred.
  • The memo’s author and subscribers will become subscribers to the new task or project and will receive notifications.
  • The recipient can add their own notes or conclusions in the “Conclusion” field.

If a task or project has been created, a button to view it will appear in the memo.

Learn more: CRM and Task Management | CRM and Project Management

Creating Reminders or New Memos

You can easily create a reminder or a new note based on the current memo by clicking the Copy button. This simplifies repetitive documentation and helps track related activities.

Related topic: Memo creation

Using the Built-in Chat

Every memo has a built-in chat where users can discuss its contents and coordinate updates.

  • The author can use the chat to comment or provide updates after the memo is reviewed (since direct editing will no longer be available).
  • If a task or project has been created based on the memo, further discussions should continue in the corresponding task or project chat.

Additional Options

If the memo was originally created from a deal, a “View deal” button will appear, allowing you to quickly navigate to the associated CRM record.

Related topic: Working with Deals in CRM

By providing structured permissions, detailed history tracking, and integration with tasks, projects, and chats, Django CRM ensures that memo management remains transparent and efficient.