In certain instances, you may wish to further explain a Value entry or add comments to the individual item using a Value Note. The Value Notes screen has been enhanced to function just like the Case Notes Tab.

If Value Notes exist for a Value item, it will be present in the Notes section on the preview pane by single-clicking a value entry. Value Note items are displayed in a grid containing the default columns: Entry ID, Staff, Date, Topic, and Note. Columns can be rearranged or sorted in ascending or descending order but cannot be removed or changed.

Select a note to display the Value Preview Pane Notes List. With Modify permissions to Case > Value Tab, note fields can be changed by clicking into the desired field, without having to open the detail view. After changes have been made, click the X on the top right to save and close the side pane. To open the detail view, click the pencil button. Value notes can also be marked as Important, deleted, and Summarized with NeosAI.

On the detail view of a Value entry, the list of notes associated with that Value item are displayed in the Notes grid.

Double-click a Value Note to open the detail view. Navigation arrows are available to quickly page through different Value Notes attached to the current Value item. With the enhanced Notes detail view, staff can enter notes, modify formatting, add attachments, mention other staff, and print just like they can in the Notes Tab of the Case.

Changes can be made to the Date and time, Staff, Topic, Attachments, and note text fields as needed. Click the Save button to save changes. Click the left arrow to return to the Value item detail view.