FAQ 2688
How do I create a sub-folder in a Case?


Access the case as if to add a new note, then to the bottom of the screen, click Edit



Scroll to Case Folders - Click to Add, Rename or Delete (depending on your Access Control)



Click Add, then give the folder a name, click Save



Scroll to the bottom of the screen and click Save


Reopen the Case Note - the folder will now be there to save notes to.


Should you find any problems with this please log an enquiry with screenshots.