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Find the author

Open the contact’s Docs & Notes section, then select Notes. Each new note shows the signed-in person’s name, Operator or Processor role, and the date and time it was added. The funding queue’s notes views show the same information. Processors can also use Docs & Notes → Comments to reply about a processing submission. Operators can read and reply in the funding plan’s Comments section. New comments show the person who posted them, even if another processor is assigned to the file. Internal only comments remain for the processing team.

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Reassignments and edits

Reassigning a file or editing a note does not replace its original author. New author names are saved with the note or comment.

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Older notes

For older CRM notes, we show a name when the original user ID can be resolved within the contact’s account. A role may be absent for these notes. Older processor comments may have recorded the assigned processor instead of the person posting. These show Author unavailable. We also use that label when the author is missing or cannot be reliably identified.