Quick Tip
Notes can be added and removed. Each note is date-stamped and includes the username of the person who logged it. Notes cannot be modified—they can only be removed by the person who created them or by a Manager.
Add a Case Note
- Go to Case Files.
- Select a case file.
- In the Notes card, click Add note.
- Enter the note, then click Save.
Remove a Case Note
- Go to Case Files.
- Select a case file.
- In the Notes card, click Add note.
- In the Notes card, hover over the note you want to remove.
- Click Remove.
- Click Remove again to confirm.
