Case Close Notes Block

The Case Close Notes block displays a text box on a form. The note can be emailed, and/or sent as a LegalServer message if that option is enabled.

The block uses the singular system note type Close Case Notes:

  • A case can only have one note of this type, so if a closed case is re-opened and then closed again, a closing form with this block will display the same text entered previously.
  • Case Notes display this note with the original Date Posted, so users may be mildly confused if they close a re-opened case, change the case close notes, but don't see that note as the most recent one.

Screenshot of the elements the Case Close Notes block displays on a form

Configuration Options

  • The ability to change the default Subject and Signature text (if the user emails the note).
  • Allow Sending Note As Message
  • Require Note
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