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1. How to Add Notes to a Call?
| ► | To add notes to a call all you need is to edit the call and write in the Notes section the new information. For more details about How to Edit a Call please see this topic. |
2. How to relate a call to a case?
| ► | Select the call you want to relate to a case |
| ► | Click on Edit Call button |
| ► | Click the magnifying glass icon located next to the field labeled Case # |
| ► | Select the Case number from the list that is displayed |
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