In the Caruso Admin App, you can create two types of notes:
Account Notes – Record interactions between accounts and their fund or investment managers
Investing Entity Notes – Capture financial goals, investment preferences, negotiation details, or other relevant information for investing entities
Create or View Notes for an Investing Entity
In the navigation pane, go to Investing Entities
Use the search bar and filters to locate the investing entity, then click on it
You will be taken to the Activity tab of the investing entity
At the top-right, click Add Note to create a new note
Alternatively, go to the Notes tab, where you can click the ellipsis (... dots) next to any note to pin, edit, or delete it
Create or View Notes for an Account
In the navigation pane, go to Accounts
Use the search bar and filters to find the account, then click on it
You will be taken to the Activity tab of the account
At the top-right, click Add Note to create a new note
Alternatively, go to the Notes tab, where you can click the ellipsis (three dots) next to any note to pin, edit, or delete it
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.