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To view these steps through an instructional video, click the link below.
https://share.synthesia.io/e1595993-bcdd-4a6d-a613-0651d5987051 Video Link: Attach, Modify, Delete Sticky Notes
Although there are a number of places in Prevail to track notes, there are occasions when a particular piece of information is so important in a particular matter that you don’t want anyone in your firm to do anything in that case without knowing and acknowledging that piece of information. This is the time to use a Sticky Note in the matter! When you pull up a matter that has a Sticky Note attached, the Sticky Note window will pop up in front of the page.
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Instructions
Go to the desired Matter.
Click New>Sticky Note.
Enter the message for the Sticky Note in the window.
Click ‘Save’
When the Sticky Note displays, the name of the user who created the Sticky Note, date & time created, and the date it was last modified will automatically display.
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Attaching a Sticky Note to a Contact, Deleting .vs. Closing a Sticky Note