Special Notes can be added to a Case/Intake and viewed from within any tab.
NOTE: You must have at least Enabled Case permissions and the necessary permissions to Case > Notes Tab permissions to Add, Modify, and/or Delete the Special Note.
To add a Case/Intake Special Note:
Click the Quick Add menu on the Case/Intake Folder header and choose Special Note.
A text field will display below the Case/Intake Header. Enter the desired notes, up to 2,000 characters. The counter below the text field will increase as you type.
When more than one line of text is entered, the caret arrow will display to expand/collapse the Special Note.
NOTE: An error message will display when the character limit exceeds 2,000 characters.
Click the check mark icon to save your entered text. To cancel the note, click the X icon.
Once a note has been inserted, the text will display below the Case/Intake Header, which can be seen from any tab in the Case/Intake.
NOTE: Clicking out of the Special Note area will not save the note; however, hitting the Enter key will automatically save the note.
Edit Special Note
To make changes to a Special Note, click the pencil icon. You will return to edit-mode to add/remove text.
Click the checkmark to save your changes.
To cancel all of your unsaved changes, click the X icon.
NOTE: If you attempt to close the Case/Intake while in edit mode, the Unsaved changes warning will display.
Click Yes to proceed with closing this tab and losing any unsaved changes.
Click No to return to the edit mode of the Special Note.
Delete Special Note
If the special note is no longer applicable to the Case/Intake, click the trash can icon to remove. Click Yes on the Clear Special Note message to proceed.
A success banner will display when complete.
