Enable Notes so that counselors can capture observations and details that the client
shares, and record a summary after a call has ended. Then, add the Notes related list to the Case
page layout using the page layout editor.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
|
| User Permissions Needed |
| To use the Crisis Support Center Management app |
Manage Crisis Support Center Management App |
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From Setup, in the Quick Find box, enter Notes Settings, then select
Notes Settings.
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Select Enable Notes.
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Save your work.
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From Setup, go to the Object Manager tab.
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Click Case, and then select Case Page
Layout.
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Click Case Layout.
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Drag the Notes related list onto the page layout.
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Save your changes.
