Creating Notes
Open the Notebook panel from the footer of any case page. Type your notes or use voice dictation (microphone icon or Alt+T). While you type, your note is kept as a draft in this browser. Click Save Note to save it to your account.
Linking Notes to Cases
Notes created from a case page are automatically linked to that case.
Managing All Notes
Your notes are on the Saved page under the Notes tab. From there you can:
- Search notes with the Saved page search box
- Edit or delete any note
- View linked cases for each note
Notes in the App
Notes work in the mobile app too. Open Profile, then My Notes. It is the same set of notes as the website, so anything you write in one place shows up in the other. Creating or editing a note needs a connection.