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Home > Support > Ventures > Notes and Tasks > Why are there 2 areas for Notes
Why are there 2 areas for Notes
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In Ventures you have the option to input loan notes for a loan. 


The Notes menu located directly above the Overview menu allows the user to view Notes without having to leave the specific loan menu.  For example, if you were working on a financial statement and recalled that a tax return was stored in Notes you could click on the Notes menu above the Overview menu to download the PDF without having the background financial statement screen change.


The Notes/Tasks menu located directly below the Overview menu will open the menu for you to select either Notes or Tasks and work within the loan menu.

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