Case notes and attachments
You can add notes and attachments to a case to augment the information in the case form. These rules apply when working with notes and attachments in a case:
- You can view the notes and attachments of a case.
- Other agents who service the case can also view the notes and attachments.
- If the case is visible to the employee, you can specify which notes and attachments are also visible to them.
- The maximum file size for an attachment is 25 MB.
- Some service center roles are allowed to edit case notes.
- Only users with ServiceMgr or ServiceAdmin roles can delete existing notes.
- A service center user can delete attachments added by other users only if their role includes the appropriate permission.
- If a case note is edited, you can click to open the Note History report, which shows all changes made to that specific note.