Follow this procedures to add case notes.
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Steps |
Action |
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1 |
Click the 'Notes' icon in the upper right hand corner of the page. |
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2 |
Type the note you wish to record in the text area of the Case Notes entry. |
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3 |
Click the 'Save/Continue' button to save the note. |
Note:
You must be in a customer's case to add case notes. There is a 48 hour window within which case notes can be updated. After that, the only person that can edit a case note is a supervisor. Case notes may only be deleted by a supervisor.
If a case note is modified, the case note is updated to display the user name of the user who last updated the record with the date and time stamp updated to reflect when the last update occurred. If you are only wishing to view an existing case not (not making edits), to close the case note DO NOT click the 'save' button as this will update the date and time stamp for the note, even if no edits were made. Rather, close the window by clicking on the X in the upper right hand corner of the case note window.