| Table of Contents |
|---|
...
Click on the images to make them larger
The listing can be sorted by each of the column names
From here you can view a case (by clicking on the blue highlighted case number), search for an employee record, create a new case, change the case owner, and open up a view of the case details that can be printed out
You can also access reports and dashboards using the navigation tabs
...
On the case overview page, you should now see the Action listed
...
...
Adding Notes to a Case
New Case Notes can be added from the Case Overview page.
Add a note by clicking the New button on the right of the Case Notes object box:
When adding a new note from the Case page, you will see the view below.
Date/Time - These fields auto-populate to the current date/time, but can be edited
Action - allows the note to be linked to a specific action on the case
Contact Method - the type of note can be tracked
Click the Save button to add the note to the case
...
The note will be tied to the case, but not a specific Case Contact
To view Case Notes, click the Case Notes tab, the View Case Notes button, or the Note hyperlink
These view will show notes whether added through the Case page or the Case Contact page
...
| Note |
|---|
If copying/pasting in text into a Case Note (e.g. from an email) the source formatting will copy as well and may cause viewing issues, such as overlapping text. If you have this issue, a temporary fix is to delete the current note text that is causing the issue, and right-clicking in the notes box and “paste as plaintext” to repaste the note without formatting. |