4.8.1 Creating a Note

User 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.
   The Notes Summary screen is displayed.

   Figure 4-6 Notes Summary

   
   

   
   Description of "Figure 4-6 Notes Summary"

   
   
4. In Add Note section, click the required option in the Status field to indicate the status.
5. In the Notes field, enter the description of the note.
6. Click Save.

Once user 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.