Client Services Salesforce

Adding Follow-Up Comments to an Incident

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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!

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