Use Notes to capture relevant observations and details shared by a client during a call.
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 |
- On the case record page, go to the Notes tab, and click New.
- In the Notes window, enter a title for your note.
- Record observations or important details the client shares with you during the call.
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Click Done when finished.
After the call has ended, you can access the note in the Notes tab to record a call summary or add additional details.