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Viewing and Copying Notes

Viewing Notes

To view a note:

  1. While working on an activity, navigate to the Activity, Case, or Customer pane. You can view notes about the activity, the case that contains the activity, or the customer the activity is tied to.

  2. For each note, the following information is displayed:

    • Creation Date: Date and time when the note was created

    • Note Author: The name of the user who created the note.

Copying Notes

When you copy a note, only the content of the note is copied to the clipboard. It is meant to enable you to quickly copy the content of a note for use outside the system. Once you copy the content, you can use Ctrl-V to paste the content into an email or external document.

To copy a note:

  1. While working on an activity, navigate to the Activity, Case, or Customer pane. You can view notes about the activity, the case that contains the activity, or the customer the activity is tied to.

  2. Locate the note you want to copy and highlight the text.

  3. Right-Click and select Copy or press Ctrl+C. The content of the note is copied to the clipboard.

  4. You can paste the content using Ctrl+V in the desired location.

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