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To add a Case Note, follow these steps:the below steps. Click the images to enlarge.

  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. Done! 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