Where to find it:

Open a case from the Cases section

Steps to add case notes:

1. Open the case where you want to add notes
2. Go to the Overview tab
3. Scroll to Case Notes
4. Select a note type
5. Enter your note
6. Click Add Note
   
   

👉 Notes help maintain a clear and complete audit trail

💡 Tip: Use notes to document important actions and decisions