1. To view and add private or public notes to a case, select a record from the case list and in the Detail Select the field Historical. You can also access it from the Update.
2. In the window Historical, the list of the notes and modifications made to the case is displayed. To add a new note, select the (+).
3. In the window New note, enter the new note that you want to add to the case. The note can be marked as public (default option) or private when enabling or disabling the checkbox for the option The note is public. Select the Save to associate the new note with the case.
4. If you don’t want to add a new note, select the Cancel and confirm the choice by selecting the Yes.
5. When the process of adding a note to the case is finished, the message is displayed Note saved successfully, and at the window Historical The record of the new note is displayed.