Application Notes Feature
Summary
Users can add notes to applications within Finpipe, enabling both private internal notes and collaborative external notes visible to partners
Functionality:
Internal Notes: Users can add private notes visible exclusively to themselves.
Functionality:
Internal Notes: Users can add private notes visible exclusively to themselves.
External Notes:
Users can create notes visible to both the user and the referral partner associated with the application, facilitating collaborative communication.
Users can create notes visible to both the user and the referral partner associated with the application, facilitating collaborative communication.