Save a Draft of a Note

How to save a note draft, this can be helpful for long notes or if a call or client comes in mid-note. 

• Navigate to the case you need to add a note to.
• Click on the dark green arrow next to the case status and select Add Note or type the letter N on your keyboard.

• The Add Note pop-up will appear.
• Enter in the note.
• Click Save As Draft.

• The Note Draft can be accessed in the Note Drafts Management Screen.
• To publish a note, select Publish and it will be saved to the corresponding case.