CASSA Knowledge Base

CASSA Knowledge Base

My Memos

Memos Dashboard

Let's take a quick look at your My Memos dashboard.

Last updated on 19 Feb, 2026

In the main navigation, click on My Memos and you'll see the following:

00_MyMemos_Dashboard.jpg
  1. By default, you'll be brought to the Company Memo tab. To view Client Memos, click on that tab

  2. There is a Read/Unread toggle option that allows you to quickly filter based on whether you're already read the memo(s).

  3. When memos are in your grid, you will then be able to perform one of more actions. The respective buttons will appear here.

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