The Provider Notes Tab is very similar to that in a Case, however, Provider Notes are linked only to the active Provider. Multiple notes can be attached to a Provider.
NOTE: You must have at least Enabled permissions to Provider > Provider Notes Tab.
To access Provider Notes:
Open the contact of the desired Provider. This can be performed from the Address Book, Search, or by double-clicking their name from a field (e.g., Case, Messages, etc.).
Select the Notes tab.
List View
All notes that relate to the active Provider will be listed in a grid. Use the Search field to locate a Provider Note using text in the note. Results will automatically display as you type.
You may view the full note text by hovering over the text in the Note column. Click the Columns button to the right of the grid to insert or remove columns in the list view. Select a note to display a right preview pane. Click the arrow to open the detail view of the selected note. Click X to close the note preview.
Double-click a note to bypass the preview window and open the detail view.
Detail View
The Note Detail View contains the fields of a note where changes can be made, if permissible. Click the navigation arrows on the top right to move to the next or previous note. The current number of the total number of notes is also displayed. Notes can also be emailed using the Actions menu. Refer to Emailing a Provider Note for more details.
Click X to close the note detail view and return to the list view.
