How to select a category for a new or existing case note. This allows the note to be filtered by the appropriate category.
Edit the Category of an Existing Case Note
NOTE: Only firm administrators or users with the User Is Allowed To Edit Case Note Categories permission can view this screen.
Navigate to the Notes Tab.
Locate the note that you would like to edit the category for and select the dropdown arrow in line with the note.
Select Edit.
Select the Note Categories and search for the desired category.
Click Save.
The note will now be saved under the new category.
To Select a Category for a New Note
This can be done from any tab in the case. On the right side of each page, there is a Case Notes section. If you are in the Home Tab of a case, the Case Notes will be under the Case Tasks. If you cannot find the Case Notes, scroll to the bottom of the page or expand your browser window.
Click on the green plus sign aligned with the Case Notes section or 'n' on your keyboard.
A pop-up window will appear.
Type your note into the box.
Select the Note Categories dropdown and search for the desired category.
Select the category.
Click Save.
The new note will appear under the Case Notes section.
Select a category to filter the notes in the Notes Tab.