Add Case Note
Introduction
Welcome to this guide on how to create a new case note and record important information on a case page. In this guide, we will walk you through the steps involved in accessing the 'Notes' tab, creating a new case note, and saving your entries. Let's dive in!
Steps to add a case note
1. Start by navigating to the 'Notes' tab located on the case page.
2. Initiate the creation of a new case note.
3. Begin by entering your notes in the provided text field.
4. If necessary, include additional details in the larger text area.
5. Once you have completed your entries, save them by selecting 'Save and Close'.