Finmo allows you to be able to leave yourself or team members working on the same deal internal notes on specific deals. This means you can add notes to a deal to keep a more complete "story" in Finmo for reference later.
How do I create a note on a deal?
Click into the deal you'd like to leave a note on.
Select "Add note" at the top of the page
Type the note in the textbox and click on "Save Note".
How do I view an existing note?
If a note is left in the deal, the "Add a Note" button will instead read "Notes (#)" indicating the number of notes on the file. Click the "Notes" button to retrieve the note and/or add a new one. You can also view saved notes in the Activity feed in Overview.
You can also view saved notes in the Activity feed in Overview.
All notes are permanently stored in the "Add Notes" and "Activity Feed" sections so you can scroll back through them should you need to.
Can I delete a note?
Yes! Simply click into the "Notes" section at the top of the screen, select the note you wish to delete and choose the "trash" icon . That activity is also recorded in the "Activity feed"
How do I edit a note?
Yes!Click into the "Notes" section at the top of the screen, select the note you wish to edit and choose the "pencil" icon. The text box will open and you can edit. Make sure to click "Save". That activity is also recorded in the "Activity feed" for future reference.
If you have any questions please click the chat button or email support@finmo.ca.