Master Fund- Attachments & linking notes
Master funds are a subfund of multiple funds (for us 2 a designated and agency portion). It would be very beneficial if any of the attachments or notes that get put on the designated or agency portion get attached to the masterfund automatically OR vice versa where if we attach something on the master fund it goes to the subfunds. If we could have the ability to link a fund like you can for notes but be able to link 1 or multiple funds to one attachment that would be perfect.
Which also- having the ability to link notes to more than one fund would be beneficial as well and also another idea. There are sometimes we have someone come in over the 3 funds they have and they are all related and the same note needs to be attached to 3 funds not just one like it is currently and only able to link one more fund. Thanks!!
Caili Brading
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