Adding a Note to a Fund

You may add notes to your Fund that are then accessible through the Notes tab.

To add a note to your Fund, complete the following steps:

1. Click the Add Notes  button on the Fund Profile action bar. The Notes Information window will appear.



2. Enter a Subject (REQUIRED).
3. Enter the Note text.
4. Select the High Priority checkbox if the Note is important. The priority will be notated on the Notes childform.
5. Select the Popup on Profile checkbox if the Note should appear every time the Fund Profile is accessed. Use this feature judiciously as the note will appear as a pop-up window every time the profile is accessed, including each time the screen is refreshed, as seen in the image below.

Once the note has been saved, it is accessible through the Notes tab and childform.