Skip to main content

Case Notes

What case notes are, how to create and manage them

Written by Mykyta Medvediev

Overview

Case notes are places to put custom information that you want to communicate to your teammates. Think of it as a digital alternative to putting a sticky note on a physical pan.

Managing Notes

Case notes are managed from the case view. Open any case and expand the Notes section.

Creating a Note

To create a note, you need to have a "Create" permission on Case Note resource.

On case view, click on + Add Note button. You can:

  1. Write your own note content

  2. Select a note color

  3. Select whether this note is visible on the Customer Portal

Did this answer your question?