To add a case note when creating a case, head over to the Main Card, Cases-view.
Click on the Create Case button.
The following dialogue will appear.
Add the client and fill in the necessary information as you normally would when creating a new case, then click on the Add Notes... button.
This will bring down a text box where you can type in a note.
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 note will appear on the Case Card, Details-view, under the Case Name as below.
1. Case Notes functionality in the Case Card works the same as in the Create Case Dialogue. You can mention Users, and use the special hashtag features.