Memos and contact notes added to Enterprise Accounts are visible to all investors who have been provided access to their group's account. These fields are available in the Companies, Funds, Rounds, and Transactions sections.
If you'd like to save private information in your account, you can add the information as a file and upload it to Documents and Records. Then set the Document Visibility setting to "Private" to ensure that it is only visible to you and not investors of your group.
Comments