How to Locate a Matter Note
Objective:
- How do I view Matter Notes?
- I can't find Matter Notes
- Why can't I see my Matter Notes?
Environment:
Additional Information:
- Matter notes may have been saved at the Contact level. Please pay attention to the "Filed note to..." section of a New note, as it is possible to create a note from within the Notes sub-tab at the Matter level and file it to the Notes sub-tab of a Contact
Answer:
- Click on Matter
- Click on Notes sub-tab
- Ensure Filter on the far-left is set to All
