Add a Note

A note is any additional information that applies to the case. You may add as many notes as necessary to a case. Depending on how the administrator has configured the template, certain notes might already be on the case. They are listed in the panel. You can also add notes if needed.

  1. To add a note to the case, tap Add record.

The Add Notes panel opens.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the check box next to the note you want to add.
  1. Tap Save.

From here you can remove, view, and search notes. See Notes in thecase summary page for more information. See Notes Panel Fields for an explanation of the Notes panel fields.

NOTE: Custom forms can be configured by the administrator and applied to specific areas in the UI, such as based on a specific template, fees, comments, and more. See Custom Form in the Admin 3.4 Guide for more information. If the administrator added encrypted custom forms, you will see dots when typing in the field. A view icon allows you to view the encrypted text in the field.