The Notes detail tab
All notes on a case, document, or contact are displayed in the Notes detail tab on the case, document, or contact detail page. The Notes tab enables you to gain an overview of all the notes on a case, document, or contact as well as sort the notes and filter them to locate the note or notes you want to find.
Tip: If the Notes tab is not displayed, you can manually add it to the case, document, or contact detail tabs, see Manage tabs.
On the Notes tab you can:
- Create a new note
- Edit an existing note
- Lock one or multiple notes
- Delete one or multiple notes
- Export selected notes to Microsoft Excel
- Open a preview of a note
- Print one or multiple notes as a PDF file. You can save the PDF file back on the case, contact or document or you can open the PDF file, save it elsewhere and/or send it to a physical printer.
Sort the notes by a different column
By default, all displayed notes are sorted by the Created date but you can sort the notes by clicking the column header of the column you want the notes sorted by. Also, click the column header to toggle between ascending and descending sort order.
Filtering the contents
You can filter the contents of the Notes detail tab by applying a filter to each of the column headings. Only one filter can be applied to a column heading, but each column heading can contain a filter, so you can create multiple filters for the entire Notes tab.
Tip: Column headers with an applied filter are highlighted in yellow.
Refresh the tab
The Notes tab is not automatically refreshed when other users create new or edit existing notes while you are working on the notes in the Notes tabs.
Click 
Refresh to manually refresh the Notes tab.