This article describes the Notes Tab activity within a Case.
NOTE: You must have Enabled permissions for the Case > Notes Tab to filter and view activities, including the Email option. To access the Edit button, you must also have Modify permissions. Now that Value Notes also display on the Notes Tab of a Case (in the Value view), you must also have the same permissions as noted above for the Case > Value Tab.
The Activity Feed keeps a full record of all changes to Notes Tab items. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
Select an activity to display full details of the action. Depending upon the Action Type and the fields that were updated, a pop-up with different options will display.
Click the View button to display a preview pane of the Note item. Click the X to close the preview pane.
Click the Edit button to display the detail view of the Note item. The detail view will also display when the pencil icon on the preview pane is clicked.
Click the Email button to email the Note to anyone outside of Neos or a contact in the active Case. Refer to Emailing a Note for more details. Depending on the type of note, you can email directly from the three-dots menu on the preview side pane.