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/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.