Working with Notes | Fundraising

  • Updated

Applies to: Fund managers (GPs)
 

You can create informational notes that apply to specific entities, such as campaigns, companies, documents, and so on. You can bookmark notes which is useful if you want to filter the list by bookmarked notes.

Icons_Approved.svg How to add a note

  1. From the Connect menu, select Notes.
  2. Click Add Note.
  3. In the Topic field, enter the subject of the note.
  4. In the Body field, enter the note text.
  5. (Optional.) In the Note Category field, enter the category of the note.
  6. In the Links section, click Add Link.
  7. In the Entity field, select the type of entity to which this note applies: document, campaign, company, contact, document, fund or investor.
  8. In the Select field, select the specific entity to which to link this note.
  9. Click Link.
  10. Click Save. The note will be listed in the Notes tab of the entity.

Icons_Approved.svg How to view and edit a note

  1. From the Connect menu, select Notes or click on the note in the Notes tab for the entity.
  2. Click the note.
  3. Make any changes and click Save.
  4. (Optional.) To bookmark the note, click the bookmark icon in the Bookmark column for the note.

Icons_Approved.svg How to delete a note

  1. From the Connect menu, select Notes.
  2. Click the note.
  3. From the three dots menu, select Delete.
  4. Click Confirm.

 

 

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