Hide Details About a Case Note You Don't Use

If you don't use the following tabs in case notes, you can hide them to declutter your screen:

• Phase & LOE

• Review

• Disclosure

 

To do this, select the Hide additional details pane icon.

 

If most people in your organisation don't use these tabs, your ICM administrator can hide them by default:

1. Select Admin > System > Settings.

2. Select the Phase/LOE/Review/Disclosure collapsed by default checkbox.