Private Notes and Email Messages

From AgileApps Support Wiki
Revision as of 00:47, 19 June 2013 by imported>Aeric (moved Notes and Emails to Private Notes and Email Messages)

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