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            Enable and Configure Notes for Crisis Support Center Management

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            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.

            Required Editions

            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
            1. From Setup, in the Quick Find box, enter Notes Settings, then select Notes Settings.
            2. Select Enable Notes.
            3. Save your work.
            4. From Setup, go to the Object Manager tab.
            5. Click Case, and then select Case Page Layout.
            6. Click Case Layout.
            7. Drag the Notes related list onto the page layout.
            8. Save your changes.

            See Also

             
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