Case Notes

Case notes record communications, internal comments, and case history on the Notes tab of case detail.

View notes

1. Open a case from Cases.
2. Click the Notes tab.
3. Notes appear as cards sorted by date (newest first typically).

Each note shows author, timestamp, labels (if any), and content preview.

Create a note

1. On the Notes tab, click Add note or New note.
2. Enter content in the rich text editor.
3. Optionally select note labels from the catalog.
4. Click Save or Submit.

The note appears in the list immediately after saving.

Rich text formatting

The editor supports:

• Bold, italic, underline
• Headings and lists
• Links
• Basic formatting for readable case documentation

Edit a note

1. Find your note in the list (edit may be limited to note author or admins).
2. Click Edit.
3. Update content and save.

Delete a note

1. Open the note actions menu.
2. Select Delete.
3. Confirm deletion.

Deleted notes cannot be recovered.

Note labels

Higbee org members may tag notes with labels from the EAV catalog for categorization (e.g., client contact, vendor update).

1. When creating or editing, open the labels selector.
2. Choose one or more labels.
3. Save the note.

Best practices

• Include date-relevant context (who you spoke with, what was agreed).
• Use labels consistently so teammates can filter notes later.
• Avoid storing sensitive credentials in notes; use approved secure channels.

Permissions

All users with case access can typically view notes. Create/edit/delete permissions may vary by role and vendor policy.