Keeping track of cases and remembering what happened to them is tough, especially when you have to juggle lots of bits of communication. A case note is there to allow you to create a quick notes on a case so you can quickly see what your brain was thinking last or give someone else on your team a heads up on the case itself. A case note can be something as simple as "No response yet", to "Remember to follow-up with management on this issue", anything to help you quickly remember what the case was all about.
A case note was created to keep a note outside the scope of it's case details. What this means is:
- Only available within the case details and case list - A notes is not searchable - A note is not visible within the customer portal
To help even more, you can add you notes to your case list so you can quickly see the notes attached to cases.
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