> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Notes and Authors

> See who left a note or processing comment on an applicant's file.

## 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.

## 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.

## 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.


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