Icon links
Hovering over an icon link shows a tooltip indicating the icon click action.
Add note for record
Some row records allow you to add a note directly.
Click 
or 
to open the Add Notes widget.
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Enter a search term here to find notes associated with the record.
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Click the dropdown to toggle the Advanced Note Search.
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Enter the case note type and body with text document formatting options.
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Use the field to add new or existing tags to notes.
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Create a to-do item for an assignee and set sharing rights for the note.
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Select
Include All Notes From Caseto show a list of all case notes in the popup window. -
Select a note color.
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Select a note macro.
View involvements
Click 
to open the Involvements popup.
Use the popup to search for a Person involvements on cases based on the involvement Type and creation date of the involvement.
