Client Services Salesforce

Adding Follow-Up Comments to an Incident

Updated on

At times, you may need to add follow-up comments to a Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share further coaching conversations with the client..

This article describes how to add follow-up comments to an incident.

1. From the Client's Contact Record, locate the incident you'd like to print.

2. Click on the Subject of the Incident.

3. Click the Arrow by Case Comments.

4. Click New.

5. Type the Body of your follow-up comment.

6. Click Save.

Your follow-up comment has been added to the Incident.

Dude! You're done! Way to document!

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Printing Incidents
Next Article Adding a Document to a Client's Files