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Managing Customer & Deal Notes

Purpose

This guide details how operators and branch managers document borrower interactions, special agreements, compliance flags, and underwriting notes in Cashy-Hub.

1. Deal Notes & Comments Feed in Deal Wizard

When viewing an active deal in the Deal Wizard:

Features of the Comments Tab:

  • Right Side Panel Tab Switcher: Click the COMMENTS tab in the right-hand panel (alongside TIMELINE).
  • Audit Feed: Displays all historical notes in chronological order with:
  • Circular avatar with author initials.
  • Author full name (e.g. Katharina Kürsten).
  • Relative time stamp (e.g. 2 hours ago, yesterday).
  • Note body text.
  • Adding a New Note:
  • Type your message into the "Add a comment..." textarea (minimum 3 rows).
  • Notice that the Post Comment button remains disabled with opacity 0.5 until non-whitespace text is entered.
  • Click Post Comment. The system calls POST /api/deals/${dealId}/notes and refreshes the thread with a success toast.

2. Timeline Tab (Automated Audit Trail)

Switching to the TIMELINE tab displays system-generated audit events: - Contract creation timestamp and creator. - State transitions (e.g. Creation → Verification → Active Stored). - Cash disbursements and CashBook binding. - Extension child deal creations. - Payback settlements and storage unslotting.