Create a Default Set of Case Notes

To create a default set of case notes for a type of case:

  1. Select Admin > Entity Definition > Types.

  2. Choose a type of case entity from the Selected panel.

  3. Select Edit.

  4. Select the Default case notes tab.

  5. Create the default case notes for this type of case.

  6. Save your changes.

 

This example shows a case entity type for a mortgage fraud investigation.