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:
Write your own note content
Select a note color
Select whether this note is visible on the Customer Portal


