Notes
It is possible to store Notes connected to the Financial Plan, per Entity. First select the appropriate Financial Plan and Entity and then navigate to Notes screen (see the following screenshot).
Notes can be stored with relevant formatting, similar to working with a text processing application. It is also possible to copy and paste text from other applications. Currently, it is not yet possible to paste images or the formatting of tables.
After entering the Notes, click the Save button to store the entered text.