Case notes are used to track billable work that can be invoiced.
The required fields on a case note are highlighted in orange.
Your name and the Completed Date will automatically populate.
The Description field will expand as you type in it. There is no limit to this field.
After you start a case note, you can navigate away from it by clicking the minimize icon "_" in the upper, right-hand corner of the case note window.
Note: Be careful not to click the X or your case note will close without saving.
Your minimized case note will be waiting for you in the lower, left-hand side of your screen and can be maximized again by clicking the diagonal double arrows:
Contacts and Documents can be attached to case notes.
Use the links for Add Expenses and Add Travel/Wait to enter information about these items.
Click Save if you want to have your case note in draft form without closing the window. (Note: We recommend saving as often as possible especially when working on long case notes so you don't lose your work if something happens to your device.)
Click Save and Close if you want to keep the case note in draft form, but you also want to close it at the same time.
Click Save & Submit if you want to submit the case note to be invoiced.
You can Unsubmit & Edit a case note until it is invoiced.
After the case note is invoiced, you can only Edit Description and can make no other changes to the case note.
