Code Updates: Notepad

As a global resource, we know that researchers have different styles and approaches to their work. With Code-fi we aim to support all these differences.

Some researchers prefer to go into more depth on their prospects, whereas others prefer to keep their analysis top level or quick in a fast paced team.

For those who like to go into more depth, we have Profiles. This allows researchers to build up an overview of prospects wealth, providing automated insights on Career Earnings, Long Term Reward cycles and liquidity.

For those who prefer to keep things more top level, we have added a new Notepad function.

Notepad can now be found on the top right of the nav bar:

The icon circled in red. Bigger image of the icon below:

Click to expand and quickly populate with key sources of your prospects wealth. Add percentages to build your gift capacity, and export your work.

Happy prospecting!
Jon