Case notes can be added to and managed by case creators and shared users with “Manager” and “Full permissions”.
Adding notes to a case
There are two ways to add notes to a case.
- Select the case and the click on Add notes:
- If the case already has notes:
- Click on the Notes tag in the Status column against the case and then click on Add note.
- Open the case and then click on the note counter in the case summary:
Add your note by entering a date, time (optional) and note body, then click Save Note:
Review and Export Case Notes
- Click on the Notes tag in the Status column against the case:
- Open the case and then click on the note counter in the case summary:
The case notes will be listed:
Click on Export CSV to create a CSV file containing a report for the case notes:
