Adding a ‘Quick Note’ to a Case
To add a ‘Quick Note’ to a case, first click on the ‘Case/Retainer Info’ tab
Once you are at the ‘Case/Retainer Info’ tab, click on the “Extra info” button – along the bottom toolbar.
The ‘Extra Info’ window is where you would type in your ‘Quick Note’
Close the door and your note is automatically saved. Each time you now go in to that case, a pop-up box will appear with your ‘Quick Note.’ Think of the Quick Note feature as a virtual Post-it® note.