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Navigate to the Cases module and click on a Case Name: You will be taken to the Case's Case Detail tab: Case Notes are made from Activities on the Case Board. To navigate to the Case Board, click the Case Board tab: Once on the Case Board tab, click on any of the white Activity cards or use the “+” icon to add a new Activity card: You will be taken to the Activity detail page; remember to click the Edit icon in the upper right corner of the Activity panel to edit the activity: Now that you are editing the Activity type your case note in the Case Note section, and then click the ‘Add Note’ button to save your note. NOTE: If you do not click “Add Note” the note will not be added to the case file. The new note will be added to the Activity notes grid: |