Create and track Notes in Fundstack to stay on top of all your deals and relationships and streamline collaboration with your wider team. 

Creating a Note

You can create Notes directly from the Activity tab of Company or Person record pages. 

Notes are timestamped and Authors are recorded and displayed to keep your team organized. 

Managing Notes

You can edit and delete notes by clicking on the appropriate icons on the top right of each Note. 

To view all Notes on a Company record at once, switch to the Grouped view of Activity by clicking Timeline like so:

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