Case Action Available At: ALL Cases/ALL Statuses If you need to record a case note, you would use the Case Note case action, which is available at all case statuses. You will be asked for several pieces of information: Contact Date On what date did ...
What is a Case Action? Case Actions are the options available to you based on the current Case Status, which define the type(s) of information you can store about the current case and/or client you are working with. Case actions can be of multiple types ...