Case Notes

Notes can be added to Cases if you want to provide further commentary on a Case and not change any of the individual fields within the Case. 

Notes cannot be edited or deleted once added to a Case.

Add a Note

You can easily add a note to a Case in the CX Manager. Let's learn how!

1. Access the Case you wish to add a note too. You can find Cases using the Site Search bar at the top or the individual search bar in the Cases view.
   

   

2. In the Case panel, click the Actions button, then click on Add Note.

   

3. Type whatever information you wish to include in the note, then click the Save Note button. 

   

4. Your note has been added to the Case! Anyone that accesses this Case will be able to read your note by clicking on the Events tab in the Case panel.