Notes - Note Drafts

The Note Drafts feature attempts to periodically save the body of notes as they are being entered in case you lose your internet connection, your browser freezes, etc.

It saves a draft when you are typing in a notes box, but pause for approximately 5 seconds.

A draft should be deleted once the form the note is on is saved.

If enabled, the Note Drafts widget shows the number of drafts currently saved.

Hover your mouse cursor over the widget to access each draft, and View All and Delete All links.

Site Administrators

  • The Notes Draft widget is enabled per user role in the Viewable User Stripe Items section.
  • The optional Save Draft button in the Add Case Note block and others is no longer recommended. Let the background save do its thing.
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