To add a case background when creating a case, head over to the Main Card, Cases-view.
Click on the Create Case button.
The following dialogue will appear.
Click on Add Background... button.
This will bring down a background text box where you can type in a case background.
Once you are done adding a case note, click on the Create Case button or Create Case Request button; depending on which you are wanting to create.
In this example, we have created a Case Request.
Once the case has been created, the case background will appear on the Case Card, Details-view, under the Case Name as below.
1. Case Background functionality in the Case Card works the same as in the Create Case Dialogue.