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Case Notes can be added to a Case to track the history of the Case or important details about the Case.

To add a Case Note, follow these stepsDetailed Steps:

1. In a Case, click on the New Case Notes button
   

   

2. Add the Case Note details

   1. Date/Time

   2. Notes

   3. Click the Save button
      

      

3. You will be sent back to the Case. There are two places to review your Case Notes:

   1. Case Notes Related List

   2. Case Notes Reading Pane tab
      

      

      
      
      

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