Usage: Call Notes - shows all calls that are related with the selected case. You can add a call or update an existing one.

 

Navigation:

Customer > Cases OR Case Finder > Select Case > Call Notes tab

 

Call Notes tab

All steps are described in Calls and Notes topic. The path of accessing the calls may be different , but the steps to execute operations are the same. So please read more info on the corresponding links:

1.New Call

2.Edit Call

3.Modify Notes

4.Delete Call

5.Complete Call

6.Print selected Call

7.Save New Notes

8.Cancel New Note

 

See also:

Find Case

Create case