Connecting through community

Best Case Home » Community Articles » Spotlight » Quickly Add Notes to Your Client Files
Quickly Add Notes to Your Client Files

Don’t waste time searching for scattered notes. Instead, take and store client notes within Best Case. In a client file, click Ctrl + Shift + N. This will take you directly to the Case Notes window. Here, you can choose the note type, user and case. Using this shortcut will save you time and keep all client-related information centralized.

Add notes to your client files in Best Case with this shortcut.

Did you know that there are several ways to navigate Best Case without your mouse? Learn about other efficiency-boosting shortcuts by watching this prerecorded webinar, Time Saving Data-Entry Shortcuts.