Utilizing ‘Quick Note’

In TrialWorks Tips by trialworks

Always be reminded by creating a ‘Quick Note’ in a case.


Different from the case notes, a ‘Quick Note’ acts as a pop-up each time you select a case. You can use the ‘Quick Note’ feature as a virtual post-it note. ‘Quick Notes’ can be modified as many times as needed and each individual case has the option to add their own.

To learn how to add a ‘Quick Note’ to a case, check out the TrialWorks blog entry at http://blog.trialworks.com/