Add a Case Note

How to add a note from the Notes Tab of a case. 

• Navigate to the Notes Tab.

• Click New Note. 

• A pop-up window will appear. 
• Type desired note into the box.

• To direct a note to someone, choose their name from the Direct To dropdown menu, multiple names may be selected. 

• Click on Note Categories to add a note category(s).  

• Click Save.  

• The new note will appear on the Notes Tab of the case.
• If a note is directed to a staff member, they will also receive the note as a message.
• NOTE: Users may also add a new case note by selecting Add Note from the green drop-down arrow on the right side of the case or by selecting the "n" key on their keyword.