About Notes
You can create notes on cases, documents, or contacts in order to record case management progress and to share the notes with your colleagues. Other users can create their own notes and edit, lock or delete your notes on the same cases, documents, or contacts if they are assigned sufficient rights to do so.
You can quickly view, create, edit, lock, and delete notes on the selected case, document, or contact. Notes can be exported to Microsoft Excel for more work or printed to a PDF file and either sent to a physical printer or saved back on the original case, document, or contract.
Notes are protected by the access codes defined on a case, document, or contact on which the note has been created. If you do not have write access to a case, document, or contact, you will not be able to create, edit, delete or lock the attached notes.
Note: You cannot add notes to the contacts that have the Unit type.
The note text
Notes can only contain 2,000 characters, including hidden formatting codes and the Note text field will indicate how many characters the field currently can contain.
The note text can also be lightly formatted, for example a text selection can bolded, italicized, underlined, struck through, made into a bulleted or numbered list as well as stripped of formatting. The note text can contain the Rich Text Format (RTF), which enables you to copy the text from other RTF-sources into the note text, for example from e-mail messages.
Note types
All notes must be assigned a Note type. Note types are created and maintained by your organization in the WorkZone Configurator and can be used to categorize notes that are created based on work procedures and accepted norms particular to your organization.