Send and Receive Provider Notes

Users have the ability to send notes to the customer and others at their service location.

Send Notes to the Customer

To send notes to a customer:

1. From the All Cases page, select a case.
2. From the Editing Case page, click NOTES.

4. Select the correct list from the dropdown menu. Then highlight your recipients in the RECIPIENTS list.
   
   NOTE: Up to 15 recipients can be selected.
5. Click ADD RECIPIENTS.
6. In the NOTE field, enter the message you wish to convey to the customer.
7. When complete, click SEND NOTE.
8. The note will appear within the Previous Notes area along with a time/date stamp and recipients it was sent to.

Send Notes to Other Users at Your Service Location

To send notes to others at your service location:

1. From the All Cases page, select a case.
2. From the Editing Case page, click NOTES.

5. Click the current RECIPIENT list and change it from the customer to your service location. NOTE: You can also select Field Managers.
6. Highlight your recipients in the RECIPIENTS list.
   NOTE: Up to 15 recipients can be selected.
7. Click ADD RECIPIENTS.
8. In the NOTE field, enter the message you wish to convey to the customer.
9. When complete, click SEND NOTE.
10. The note will appear within the Previous Notes area along with a time/date stamp and recipients.

NOTE: This note will only be viewable by users from its same service location. Internal notes are green and display an Internal icon on the top right.