An easier way to link a note to multiple funds or profiles
Right now you have to copy a note to a profile or fund - there is no way to automatically, upon the time of note creation, to link to multiple profiles for funds. For instance, when we add a note to an individual profile, it would be far more efficient to choose to link at the time of note creation to their workplace, other profiles, or to multiple funds.
Lorna Sandberg
shared this idea
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Brooklyn Coulson
commented
This would be super helpful! I was wanting to add a note to a fund profile however I could only link one other profile, despite the note referring to 3 different funds. It's frustrating to duplicate the note just so it's visible in the 3rd fund that couldn't be linked to the original note, and now I will need to go and update the "same note" in two different places as work updates occur.
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Adam Hicks
commented
This is a huge pain right now. In addition, linking multiple relationships in one shot would be a huge improvement.