Default Case Notes for New Cases

Your administrator can create default case notes for each type of case your organisation uses.

These will automatically be added to a new case when you create one.

 

You can create, edit, and delete the default case notes that are automatically available when you create a new case.

A row will be highlighted in yellow if a type of case note isn't usually allowed for that type of case.

This is just a warning for your reference. You can still include the case note.

 

If a regular user creates a new case for the type of case an admin user has created default cases notes for, the default case notes will show under Contents > Log for the new saved case.