Siebel Public Sector Guide > Managing All Cases > Process of Developing Cases >
Adding Notes to Cases
Users can also record an important note about a case and share the note with other agents, or they can designate a note as private so that only the user who created the note can view it. This task is a step in Process of Developing Cases. To add a note to a case
- Navigate to the Cases screen, then the Case List view.
- Drill down on the Case Name field of the case record.
- Navigate to the Notes view.
- Select the appropriate value from the Notes drop-down list.
- Select Public Notes to share the note with team members.
- Select Private Notes to not share the note.
- Create a new record, and complete the fields as appropriate.
- (Optional) Click Check Spelling to verify spelling in the note text.
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