Why are there 2 areas for Notes?
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 y…
Administration Webinar
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Administration section of Ventures. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Viewing Tips:…
