Stakeholder notes
Can I add notes to certain stakeholders in Kudocs? Yes. On the stakeholder page, you can add, edit and delete notes that are specific to that stakeholder. You can tag the notes so that they belong to a particular role that the stakeholder has (e.g. shareholder, director, PSC, etc). You can add multiple notes for each role. It is very easy to manage.
If I add notes, will they be visible on the company registers? You can choose whether to show or hide the notes on the registers that you export from Kudocs (pdf, Word or Excel). If you choose not to show the notes in the export, they will still be available to view on Kudocs.
If I add notes, will they be sent to Companies House? No – notes are stored in and appear on Kudocs functionality only.
Can I add notes that are specific to stakeholders in a transaction? Yes. You can add notes that relate only to a specific stakeholder in a transaction. For more information see: https://www.kudocs.co.uk/faqs/adding-notes-to-transactions-transaction-level-and-shareholder-level/
How do I add notes to a specific stakeholder in a transaction when the notes were not added when the transaction was recorded? If you need to add notes to a shareholder and they were not added when the transaction was added to Kudocs, or you need to add notes to a shareholder in a transaction where shareholder notes were not available (e.g. redesignation), you just need to go to the shareholder’s profile page, scroll down to the transaction section and click on the notes icon.
How do I edit notes that have been added to a specific stakeholder in a transaction? Just go to the shareholder’s profile page, scroll down to the transaction section and click on the notes icon.
