Changes to Case Notes can be made on the Notes Tab.
NOTE: You must have Modify permissions to Case > Notes Tab.
To modify a Case Note:
From the desired Case, select the Notes tab.
On the list view, double-click the Note you wish to modify. You may also click the pencil icon on the preview pane.
Click the calendar
icon or click into the Date field to enter a new date.
Use the time field arrows or click into the field to enter a new note time.
NOTE: A future date and time cannot be entered.
Click on the Staff dropdown listing to change the Staff Code.
Select a Topic from the dropdown list to change the Case Note Topic.
Enter any changes to the optional Subject field.
Add or remove Attachments as needed.
Enter any changes to the desired note text into the Note body field. The text field will automatically expand as you type.
Click the Save button to save changes to the note. You will be returned to the Notes tab list view.