Case Notes: How To Insert a New Case Note

  1. 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.

    Insert Case Note screen

  2. 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.
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