Quick Tip
Alerts & Memos can be added and removed. Each note is date-stamped and includes the name of the person who logged it. Alerts & Memos cannot be modified—they can only be removed by the person who created them or by a Director.
Add an Alert or Memo
- Go to Case Files.
- Select a case file.
- In the Alerts & Memos card, click Add note.
- Enter the note, then click Save.
Remove an Alert or Memo
- Go to Case Files.
- Select a case file.
- In the Alerts & Memos card, hover over the note you want to remove.
- Click Remove.
- Then, click Remove to confirm.