📒Adding Internal Notes to a Case

Keep case context organized and private to your team.

1. Open a case: From Cases list, select the case.

   

2. Open notes: Click Case Notes (top-right). A right-side pane opens.

   

3. Manage notes: Add a new note, or select an existing one to edit or delete.

   

Tips

• Notes are internal-only; not visible to clients.

• Use clear titles and bullets; @mention teammates if enabled.

• Notes are timestamped for auditability.