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 will review all note details on a note's page, as illustrated in the screenshot below.

1. Case number: the number of the case associated with the note.
2. Note number: a number is generated to identify the note for the case. For example, if you added another note for this case, it would be 2024-002/2.
3. Edit button: click the Edit button to change the note details. See more details in the Edit a Note section of this article.
4. Page menu: access additional note actions, including "View Record Source" (see details in the View Record Source section of this article).
5. Delete button: click to delete the note. See more details in the Delete a Note section of this article.
6. System-generated fields: data collected by the system when the note is submitted. These fields cannot be updated. 
7. Note details: the note content that the creator entered. See Add a Note for details.

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 the details of a note record 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 and picklists options to update the information in the note form fields. 
3. When you have completed your changes, click the Save button.

Delete a Note

If you need to permanently remove a note, you can delete it from the note's page directly. Click the Delete button at the top right of the page.

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.