Multiple notes on funds

It would be incredibly helpful for us to be able to have multiple notes on a fund record with different note types like we have for constituent records. Summary note is great, but we have additional narrative-type information that would be incredibly helpful to keep track of on the fund within its own dedicated note (ex: one note could be a biography of the donor(s), another could be logging previous criteria prior to an amendment, one note could be a narrative of the criteria of the fund, etc).

  • Katie Curtis
  • Jul 28 2026
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