Case Notes

Top  Previous  Next

 

Any notes made on the case will be listed in a browser pop-up.  These notes can be viewed.

 

Case_Notes

 

To add a Case Note, click on "Add Note".  A pop-up screen will open.  Enter the subject and the Notes, then click on "Save Notes".

 

Case_Note_add

 

The note will display in the grid.

 

Notes can also be viewed and added in the Top Bar (See Top Bar) as well as in the Summary under My Work (see Summary section).