Difference between revisions of "Private Notes and Email Messages"

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(Created page with "===About Private Notes and Email Messages=== Private Notes and Email messages can be created when viewing a {{Case Record}}. They are stored in the record history. ==Working wi...")
 
imported>Aeric
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Revision as of 00:47, 19 June 2013

About Private Notes and Email Messages

Private Notes and Email messages can be created when viewing a Template:Case Record. They are stored in the record history.

Working with Private Notes and Email Messages

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The Administrative Permissions specified in the user's Access Profile determine whether a user can create Notes, and whether they can view, update, or delete Notes created by other team members. 

Adding a Note

Add Note