How to create a file note

Create a file note from within a case

1: Click Notes from the Menu.

2: Click File Note from the drop down list - the File Note window will open.

Set the Timer

1: Click the Auto Timer or manually set the Units.

You can create a Telephone note from the main screen

1: Click Telephone Note from the Menu - the Telephone Note window will open.

A blank telephone note is created that automatically starts timing the call

Link the Note to a case

1: Click the Case Button - the Search window will open.

2: If required enter some search criteria.

3: Select the required Case.

4: Click OK to Save the data and Close the window.

You can then select the contact and issue the note relates to

1: Select the Contact.

2: Select the Issue.