Add a Note

A note is any additional information that applies to the case. You may add as many notes as necessary to a case. Depending on how the administrator has configured the template, certain notes might already be on the case. They are listed on the left-hand side of the panel. You can switch between multiple notes by selecting the one you want to view, or by using the arrows at the bottom of the panel. You can also add notes if needed.

1. To add a note to the case, click Lookup for General Comments next to the Comment Code field. This opens a selection window.

2. Select the check box next to the note(s) you wish to add.
3. Click Submit.

4. Enter any comments in the Notes field.
5. Select the Print On Case check box to include the note when the case is printed.

NOTE: If you are adding notes from the summary page, you need to click Save to add the notes to the case.

See Notes Panel Fields for an explanation of the Notes panel fields.