How to add News Feed as Notes in Cases App?

Updated on May 16, 2020 06:27AM by Admin

  • Log into your Apptivo account and navigate to the Cases App. In the Cases App, select Settings.

  • In the Settings page, select Collaboration. The Collaboration page will appear in the right pane. Here, you can see there is a toggle to Add News feed messages to notes in the News Feed section.

  • Enable the Add News Feed messages to notes toggle.
News Feed Enabled

  • Now, create or open an existing case in the Cases App. Move to the News Feed tab and add a News Feed.
Create News Feed

  • This News Feed is added automatically to the Notes tab of the selected case.
News Feed added to Notes