Prevail 10 E-Training*: Sticky Notes

Use Sticky Notes in Prevail to highlight critical information that must be seen and acknowledged before any action is taken on a case. When a Sticky Note is attached to a matter, it will automatically pop up upon opening the case.

Part 1: Adding a Sticky Note to a Matter

1. Go to the desired Matter.

2. Click New>Sticky Note.

3. Enter the message for the Sticky Note in the window.

4. Click ‘Save’

   1. 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. 

Part 2: Adding a Sticky Note to a Contact

1. Open the desired contact.

2. Click ‘Sticky Note’ at the top of the contact window.

3. Enter the desired text for the Sticky Note.

4. 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.

Part 3: 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.