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 the below steps. Click the images to enlarge.

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

   Open

   

    

2. Add the Case Note details

   1. Date/Time

   2. Notes

   3. Click the Save button

      Open

      

       

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