Private Notes and Email Messages

About Private Notes and Email Messages

Private Notes and Email messages can be created when viewing a a Case record or some other record. They are stored in the record history, displayed underneath the record.

Working with Private Notes and Email Messages

Creating a Private Note or Email Message

To add a note to a record:

1. In the Related Information section, click [New Note]

1. Title

   Descriptive title for the note

   Description

   Enter the text of the note

2. Optionally, choose a Visibility option
   • Default is Visible to Everyone
3. Click [Submit]

• The note Title, Note Owner, and the current date appear in the Notes and Attachments section of that record