How do I create a note for an investor?

Path: "Investors" > "Investors" > Selecting the Account

Creating a Note

Steps:

1. Navigate to the "Investors" section and select the relevant account by name.
2. In the detailed view, you will find the "Notes" section on the right side.
3. Click on the "New Note" field within the "Notes" section.
4. Enter your note in the placeholder. If desired, you can also add documents as attachments.

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