Utilizing ‘Quick Note’

Always be reminded by creating a ‘Quick Note’ in a case.

quick-note

Different from the case notes, a ‘Quick Note’ acts as a pop-up each time you select a case. You can use the ‘Quick Note’ feature as a virtual post-it note. ‘Quick Notes’ can be modified as many times as needed and each individual case has the option to add their own.

To learn how to add a ‘Quick Note’ to a case, check out the TrialWorks blog entry at http://blog.trialworks.com/

 

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