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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
Adding a Sticky Note to a Matter:
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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Adding a Sticky Note to a Contact:
Open the desired contact.
Click ‘Sticky Note’ at the top of the contact window.
Enter the desired text for the Sticky Note.
Click Save.
Note: Prevail automatically displays the name of the user who created the Sticky Note, the date and time it was created, the name of the user who last modified the Sticky Note, and the date and time it was last modified.
Deleting vs. Closing a Sticky Note
After a user has created a Sticky Note for a matter, the Sticky Note will continue to appear until someone deletes it.
If a user simply closes a Sticky Note, the Sticky Note will re-appear the next time a user navigates to that matter.
To close a Sticky Note: click on the 'x' in the upper-right corner of the Sticky Note window.
To permanently delete a Sticky Note: click 'Delete' at the top of the Sticky Note window.
Related articles
Attaching a Sticky Note to a Contact, Deleting .vs. Closing a Sticky Note