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.
6
votes
Lorna Sandberg
shared this idea
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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.