Add documentation for editing and updating CRM memos

Author: Vadym-Kharchenko

docs/help/creating-crm-note.md

@@ -76,7 +76,7 @@ They will also receive automatic notifications about its creation.
 ## **Related Pages**
 
 - [Memo list page](notes-crm.md) – view, search, and manage your memos.
-- Memo editing page– update an existing memo before it’s reviewed.
+- [Memo editing page](editing-updating-crm-note.md) – update an existing memo before it’s reviewed.
 - Memo deletion page – confirm and delete a memo if necessary.
 
 ---

docs/help/editing-updating-crm-note.md

@@ -0,0 +1,71 @@
+---
+title:  Editing and Updating CRM Memos
+description: Learn how to edit and update CRM memos in Django CRM, including permissions, status updates, and integration with tasks and projects.
+---
+
+# **Editing and Updating CRM Memos**
+
+Django CRM allows users to edit or update existing [memos](notes-crm.md) — 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](creating-assigning-tasks.md) 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](../features/tasks-app-features.md) | [CRM and Project Management](../features/crm-and-project-management.md)
+
+---
+
+## **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](creating-crm-note.md)
+
+---
+
+## **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.

docs/help/notes-crm.md

@@ -15,11 +15,11 @@ This feature helps teams maintain a structured record of communications, decisio
 
 ---
 
-## **User Roles in Memos**
+## **User Roles in CRM Memos**
 
 Each memo has several user roles that define how participants interact with it:
 
-- **Owners** – users who create memos.
+- **Owners** – users who create CRM memos.
 - **Recipients** – those for whom the memos are intended.
 - **Subscribers** – users who should be notified about the memo and, if applicable, about tasks created as a result of reviewing it.
 
@@ -33,7 +33,7 @@ The following stages are available for informing participants:
 - **Postponed** – review is delayed.
 - **Considered** – memo has been reviewed.
 
-The stage of a memo is updated by its recipient.
+The stage of a CRM memo is updated by its recipient.
 After the stage **“considered”** is set, the owner can no longer edit it or change
 attached files.
 
@@ -92,7 +92,7 @@ Each user sees only those memos where they are listed in any role (owner, recipi
 For more details on how to create or manage memos, see related help topics:
 
 - [Creating a Memo in Django CRM](creating-crm-note.md)
-- Editing and Reviewing Memos
+- [Editing and Reviewing Memos](editing-updating-crm-note.md)
 - [CRM notes and Tasks](../features/tasks-app-features.md)
 
 ---

mkdocs.yml

@@ -21,6 +21,7 @@ nav:
       - Memos:
         - Working with CRM notes: help/notes-crm.md
         - Memo creation: help/creating-crm-note.md
+        - Editing and updating memos:  help/editing-updating-crm-note.md
       - Projects:
         - Project management: help/project-management.md