Messages can be sent and at the same time posted to the Case Notes tab of the linked Party. The Case # and/or Re/Client fields of a new message must be entered in order to use the Post and Send option, otherwise, the button will be disabled.

When a case number is entered in the Case #/Intake # field of a new message, clicking the Post and Send button will display a window in which to select the note topic for posting to the Case Notes tab.

Use the dropdown to select the desired Case Note Topic, as defined in the Note Topics Mini Directory. Click the Select button to continue. The note will be posted to the linked case/intake, and a confirmation message will display.

The posted message will display as an entry in the Notes tab for the linked case. The note will contain field content from the message, including the date, time, and staff who posted the message.

A copy of the sent message will display in your Sent Messages folder.