4.8.1 Creating a Note

User can create a note for all accounts associated with the case.
To create a note:
  1. Navigate to the Case Summary page.
  2. In the Account widget, select the required account from the account list.
  3. In the Quick Links widget, click Notes.
    The Notes Summary screen is displayed.

    Figure 4-6 Notes Summary


    Description of Figure 4-6 follows
    Description of "Figure 4-6 Notes Summary"

  4. In Add Note section, click the required option in the Status field to indicate the status.
  5. If user are creating a Public note, enable the Alerts toggle switch if user want the note to be displayed as alert in the Alerts widget.
  6. In the Notes field, enter the description of the note.
  7. Click Save.
Once user save the note, details of note are displayed in the list of existing notes. The notes created from this section are displayed with type as Adhoc in the existing notes table.

For Public notes, user can edit the Alerts field for existing notes displayed in the table.

Parent topic: Notes