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.

Below is a comparison of how notes look displayed by the Case Notes block (first image) and the Case Note List block (second image).

  • The Case Notes block (first) always displays the full body of each note. The Case Note List block (second) 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.

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