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Notes

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4 comments

  • Official comment
    Cosley Campbell

    Hi Catherine!  

    Fundriver performed some maintenance and upgrades to our software on Sunday, September 17.  If the Documents feature is turned on for your organizations database, you'll see the new Notes section!  

    Let us know what you think :)

  • Becky Asher

    Hi, Catherine!  Where would be a good spot for the kind of note field you'd like?  On the fund profile?  Transaction note?  I'll be happy to pass your suggestion along to our developer.  Thanks!

    0
  • Catherine Bonnes

    I don't think it matters much to me.  Maybe change the section "Documents" to "Documents and Notes" and put it there?  It's not a field I intend to include in reports.  Just view.

    0
  • Becky Asher

    Catherine:  I'll pass this suggestion along!  Thanks!

    0

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