Case Notes serve multiple purposes. They can be a general case note providing updates on the case, or they can document an interaction like a phone call, in person meeting, etc.

To add a new Case Note to your case, follow these steps:

1. Click on the Activity tab

   Open

   

    

2. Click on the New Case Note tab

   Open

   

   
   
   

3. Add Case Note Details
   Click Save when finished

   1. Date/Time

   2. Type (Phone, General Case Note, In Person, etc)

   3. Subject Line

   4. Note

       

4. View Case Note
   You can view your new Case Note in two places:

   1. In the Case Notes Without Emails section: This only stores manually created Case Notes.

   2. In the Case Notes section: This compiles both manually created Case Notes and email communications