Fund Notes

Fund Notes allow your team to easily track additional fund relevant information in a single place. You can find the Notes tab on every fund details page. Key features are:

  • Create / Edit / Delete any number of notes for any fund
  • Use basic formatting elements like lists, bolds, underlines or italics
  • Add tags to your notes
  • Add any number of attachments to your notes
  • Search your notes for specific keywords. Included are the subject, the main note text, creator name, tags and attachment names
  • See a convenient list of all your notes, grouped by month, showing the subject, a quick content preview, the name of the creator, attachment indicator and all applied tags
  • Get informed about note changes in your Activities section on your watchlist page. You can use the links in those activities to directly access the affected note


Fund Notes


Fund Notes related activities





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