Click 'New Note' in the Popup Menu or the Navigation Page to get to the Case Note page with a new note. There is also a 'New Note' button on the case note and case note list pages.

The menu 'Contact:' near the top indicates what party to the case, if any might be involved in this note, whether that's a client interview or a phone call to a Lawyer or Doctor. The menu choices will show all contact types, and the contact name if one is assigned to the current case.

The menu 'Counselor:' in the image is the user menu, indicating which Convergence user is generating this note. If you have no privilege to modify the user for a note, your user name will appear there instead of a menu.

The space marked 'Activity:' is the brief description of what the note is. (ie Intake Interview, Phone Call, Report Generation, etc) The activity field is an autoselect field, and will suggest names from the database that match your typed input. You can select your choice from the popup suggestions any time, or can type in a new activity, and it will be remembered for future notes.

The big 'Notes:' field is for detailed information about the case activity, such as a summary of a phone conference, or any special notes that need to be part of the case records.

Toward the bottom of the form is the hourly rate selector. The names and amounts of hourly rates are set by the admin user. There are settings to set hourly rates automatically be case type or case activity, as well as by user. The 'Amount:' field is the actual billable amount that this note might contribute to an invoice. If set to zero, it will save a zero value case note which will not be included in invoices when they are generated. The billable amount can be automatically calculated with the note timer down below the field.

At the bottom of the case note entry area is a timer for tracking length of time a case activity takes. This timer can be left running during meetings, phone calls, or document preparation to accurately measure the amount of billable time expended. The timer may be paused and restarted if needed, and event times can be entered directly into the time field. When a time is entered, the Amount field will be filled according to the amount of time and the hourly rate selected.

Clicking the button 'Stop' stops the timer, and the button becomes a 'Start' button which restarts the timer. The button 'Reset' sets the timer back to zero. The button '<<Enter' converts the time into hours, and recalculates the billable amount based on the number of hours times the selected hourly rate. The hours appear in the field marked 'Time/Hours:'. The fields 'Date:' and 'Time:' refer to the dat and time when this note activity occured.

The area at the top of the case notes page where the header with 'Display Name Phone Fax' is showing is a handy information display for quick reference to client and contact data while creating or editing a case note. The menu under display allows you to choose which party to the case you are viewing information for. Only those parties that are actually filled in for the case will be included in the menu.

The button 'More' will display more detailed information, becoming a 'Less' button to show less information.

A list of notes for the current case can be gotten by clicking on 'List Notes' in the popup menu or navigation page, by clicking on the 'List Notes' button on the case note page, or by clicking on the 'List Notes' link for a case in a case list. This same sort of list is used to display case note search results also.

The 'Sort By:' menu allows you to sort the note list by any data field.

The '+' button for each note in the list will open up a view of the notes text for that note as shown below. When the notes are displayed, the button is a '-' button to hide the notes. The master '+' button at the top of the list will open note text for all notes.

You can edit an existing case note by clicking on its activity link in a case note list, either full page or popup style. This will bring you to pretty much the same page as the new case note page, but with existing note information filled in. If you have the privilege, you may make changes to the note and save them.

The row of buttons along the bottom of the case note area contains a 'Save' button to save your edits and return to the note page, a 'Cancel' button to restore the case note display without saving, a 'New Note' button to start another note, a 'Delete Note' button to delete this note, a 'Note List' button to go the the case note list, and a 'Go to Note:' button and menu to quickly access any other note in the current case. The delete button will give you a dialog asking to confirm if you really want to delete this note. Clicking any button or menu item will save your changes unless you specifically click the 'Cancel' button.

Clicking 'Find Notes' in the popup menu or the navigation page will bring you to a page to enter your search criteria and find case notes. You may restrict the search to a case, or search all cases. Any data field can be used to search with. For date fields, a date may be typed in, or a range of dates like "06/16/16 to 09/15/16", where the word 'to' indicates a range of dates.

Your search results show up in a case note list as shown below.