Notes are a quick way to contextualize a record and share key information with your team throughout a case’s workflow.
Required Permissions
A user must have one of the following permission sets to use Notes:
- Litify Intake User
- Litify Matter User
- Litify Referral User
- Litify Power User
Supported Objects
Notes support the following objects:
- Damage
- Expense
- Incident
- Insurance
- Intake
- Lien
- Matter
- Negotiation
- Referral
- Request
- Resolution
- Role
- Time Entry
Add a Note
- Navigate to a record from a supported object.
- Select Add Note. A modal appears.
- Complete the following fields:
- Note Title: Prepopulated with current date and name of record.
- Topic (optional): Defines the topic of the note.
- Note: Add your note’s details to this rich-text field.
- Save.
The note is added as an item on the record’s related list.
View Notes
Notes are accessible via related lists. In a standard Litify page layout, you can review notes beneath Litify Actions.
- Navigate to a record from a supported object.
- Scroll to Notes.
- Select the note’s name to review.
Edit Notes
- Navigate to a record from a supported object.
- Scroll to the Notes panel.
- Find the note you want to update.
- Select Edit from the dropdown menu. A modal appears.
- Update the fields.
- Save.
Add Relationships
You can quickly assign more relationships to a note by editing the note and searching for records to associate for fields in the Relationships section.
Delete Notes
- Navigate to a record from a supported object.
- Scroll to Notes panel.
- Find the note you want to delete.
- Select Delete from the dropdown menu.
View All Notes
- Navigate to a record from a supported object.
- Scroll to Notes panel.
- Select View All Notes. A table with all related notes appears.