If you have permissions to view notes, you can access a note’s details by clicking on a note record row in the Notes grid (see Notes Grid Page) or via a case under the Notes sub-tab of the Activity tab see (View a Case's Details).

Note's Page Features

The following section covers common details on a note's page marked in the screenshot below. You may see additional fields on your application's notes, depending on the configuration of your application.

1. Case number: the number of the case associated with the note.
2. Note number: when you add a note, the system generates a number to identify the note for the case. For example, if you added another note for this case, it would be 2025-002/2.
3. Share button: click the Share button to allow external parties with access to the case to see the note. See more in the Manage External Access to a Note article.
4. Edit button: click the Edit button to change the note's details. See more details in the Edit a Note section of this article.
5. Link button: click the Link button to see all records link to the note. See more in the Link a Note section of this article.
6. Options button: access additional note actions, including the "View Record Source" and "Delete" options (see details in the View Record Source and Delete a Note sections of this article respectively).
7. Tabs: click the following tabs on a note's page to see specific information.
   1. Details: contains all information about the note, including its content and system-generated fields.
   2. Access: manage the external parties who can access the note. Learn about sharing and editing access in the Manage External Access to a Note article.
8. System-generated fields: data collected by the system when the note is submitted. These fields cannot be updated. 
9. Note details: the note's content entered when the note was added or later edited.

The Files and Comments sections are below the note details on a note's page, where you can add files and comments that will be linked to the note. See Add a Note: Attach a File to a Note and Add a Comment to a Note for details.

Edit a Note

You can edit a note's details from its page. If you have permission to edit note records, use the following steps to make updates:

1. Click the Edit button on a note's page. 
2. The note's page will now be in edit mode. Use the text boxes, picklists, radio buttons, and other data input options to update the information in the note form's fields.
3. When you have completed your changes, click the Save button.

Link a Note

You can link a note with another record, such as a party, to-do, or file, for the same case to show a connection. For example, you could link a note to one of the case's parties if the note is a transcript of an interview with the party. You can link a note to another record from its page using the following steps:

1. Click the Link () button on the note's page.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how the records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
4. In the grid, you will see all the case's records to which you have access. Select one or more records to which you want to link to the note. You can link up to 50 records with the note at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. The system will create the links in the background. When they have been created, the links you added will be displayed on the note's page, the other record's page, and the case's page under the Links tab.

Refer to Link a Case's Records for details on editing and deleting record links.

Delete a Note

If you need to permanently remove a note, you can delete it from the note's page directly. Click the Options () button, then select "Delete".

Allow a Portal Reporter to View a Note

If the note's case is external and you have the appropriate permissions, you can allow the individual who reported the case to access the note. This means that the reporter can log in to your application's portal and view the note for the case they added. Use the following steps to set a note as external:

1. Click the Edit button on a note's page. 
2. Check the "Allow Reporter Access" checkbox. 
3. When you have completed your changes, click the Save button.

View Record Source

You can use the "View Record Source" option to monitor or troubleshoot your application’s data migrations or integrations. "View Record Source" will pull up the "Record source detail" pop-up, so you can check the system fields' values when the note was created. If the note was created by an integration or data import, you will also see the "Source Job" field and "Source Data" section in this pop-up. The "Source Data" section will show the row in the data import file that the system used to create the note. You can check out the integration log that the system recorded when it processed that data import file by clicking the link in the "Source Job" field.