4.8.1 Creating a Note

You can create a note for all accounts associated with the case.

To create a note:

1. Navigate to the Case Summary page.
2. In the Account widget, select the required account from the account list.
3. In the Quick Links widget, click Notes.
4. In Add Note section, click the required option in the Status field to indicate the status.
5. If you are creating a Public note, enable the Alerts toggle switch if you want the note to be displayed as alert in the Alerts widget.
6. In the Notes field, enter the description of the note.
7. Click Save.

Once you save the note, details of note are displayed in the list of existing notes. The notes created from this section are displayed with type as Adhoc in the existing notes table.

For Public notes, you can edit the Alerts field for existing notes displayed in the table.