To add a note or a comment to be shared with other members of the case management team, go to the Notes tab, either at case or task level.

Type your comment in the text box. You can use the toolbar to add pictures, links, or accent your text. Click Post to post the note. With the appropriate permission, you can edit or delete notes by selecting the appropriate option on the Notes tab.

To direct a note to a specific case member, place your cursor in the text box and type the “@” symbol, and a list of all the case members appears. Select the members and continue entering the note. When complete, click Post.

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