📒Adding Internal Notes to a Case
Keep case context organized and private to your team.
Open a case: From Cases list, select the case.
Open notes: Click Case Notes (top-right). A right-side pane opens.
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.
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