Enable and Configure Notes for Crisis Support Center Management
Enable Notes so that counselors can capture observations and details that the client
shares, and record a summary after a call has ended. Then, add the Notes related list to the Case
page layout using the page layout editor.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use the Crisis Support Center Management app | Manage Crisis Support Center Management App |
- From Setup, in the Quick Find box, enter Notes Settings, then select Notes Settings.
- Select Enable Notes.
- Save your work.
- From Setup, go to the Object Manager tab.
- Click Case, and then select Case Page Layout.
- Click Case Layout.
- Drag the Notes related list onto the page layout.
- Save your changes.