Case Notes Made
This section allows you view the case notes made by a specific person during a specified time range. This is a useful tool for management purposes, and also for finding a case note when you can’t remember which case you made the note in.
From the MENU: Case, Case Notes Made:
- Display notes made between: Type in your date range.
- User ID: Type in the user ID of the person who made the note.
- Display Text: Click whether you wish to display the text or just receive the information in a summary fashion.
Click the SUBMIT button or press ALT+S to display the results of your selections.