Case notes
Case notes can be accessed and added by clicking the page icon in the upper right hand corner of the Case Folder View
.
For information on how to navigate to the Case Folder View
, refer to Cases.
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Once clicked, a dialog is shown with options to add, print, and edit notes:
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Click to close the dialog and open the case notes in a new browser tab.
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Click to add a new note to the case.
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Click to open a printable screen with the case note.
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Click a case note to edit it.
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Click to select the note background color.
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Click to add a macro to the note.
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Click to set active dates for the note.