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Difference between revisions of "Private Notes and Email Messages"

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===About Private Notes and Email Messages===
===About Private Notes and Email Messages===
Private Notes and Email messages can be created when viewing a {{Case Record}}. They are stored in the record history.  
Private Notes and Email messages can be created when viewing a {{CaseRecord}}. They are stored in the record history, displayed underneath the record.  


==Working with Private Notes and Email Messages==
==Working with Private Notes and Email Messages==
{{permission|The [[Access Profile#Administrative Permissions|Administrative Permissions]] specified in the user's Access Profile determine whether a user can create Notes, and whether they can view, update, or delete Notes created by other team members.}}


===Adding a Note===
===Adding a Note===
{{:Add Note}}
{{:Add Note}}

Revision as of 00:49, 19 June 2013

About Private Notes and Email Messages

Private Notes and Email messages can be created when viewing a a Case record or some other record. They are stored in the record history, displayed underneath the record.

Working with Private Notes and Email Messages

Adding a Note

Add Note