How To Insert a New Case Note

From the Case Notes window, click Insert New Case Note.
- You will use this any time you want to add a note to a case.
- There is no limit to the number of case notes that may be entered on a case.
In the Adding Case Note Entry window begin typing your new case note.
- Make your case note easier to read by breaking them down by note type and create several brief notes.
Your entry will be given a Note Type based on the tab which is open when you make the case note.To change the case note type, select another one from the Note Type: drop-down menu.

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