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Notes Overview

Notes are a simple child record type used to track any additional details of a case. For example, you can create a note to record the details of a phone call related to the case. Notes can contain attached files for reference and a section for comments, which can be used to provide updates on the note. 

When adding a note, you can use the "Note Type" picklist to categorize the record, which is configurable by your System Administrator (see Configure Picklists and Picklist Options to learn more about editing picklists).

See the following articles to learn more about notes: