Home‎ > ‎Site Admins‎ > ‎Blocks‎ > ‎

Case Notes Block

Displays the case notes entered on a case/matter.

An alternate way to display case notes: Case Note List block.

Of possible interest: Restricted Notes on Cases and Social Service Notes on Cases.

Configuration Options:

* View Only - this option must be selected if this block is used on a form instead of a profile page.

A comparison of how notes look displayed by the Case Notes block (first/left image) and the Case Note List block (second/right image).

The Case Notes block (left) always displays the full body of each note. The Case Note List block (right) collapses long body text and displays an expand triangle.

Both blocks can be used on different tabs on a case profile to increase user satisfaction.