Notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred, such as a case, job, invoice, or entity. Log entries are your internal paper trail because every entry is stored and listed separately, and entries cannot be edited nor deleted. They can only be canceled, but remain in the log as a canceled entry.
Notes Logs are included in:
- Entities (Firms, Contacts, Resources, and Locations)
Notes Logs are private
Notes Logs are for internal use only, and notes are not published on RB Connect or in any correspondence with clients or resources. Notes to be shared with clients and resources, or internal notes that require high visibility, such as information the production or billing staff need to know about a particular job, should be entered in other fields in RB dedicated to those purposes. However, only notes in Notes Logs are unalterable.
You can set a date and time on any note in a Notes Log to have the system send you or another staff member a reminder about the note.
TL;DR: Notes Logs contain notes related to the record in which they are entered by a user or the system and are unalterable. They are for internal use only and are not shared by the system with clients or resources.
Related RB concepts
Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.
Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources, such as realtime, videoconferencing, or read & sign. Jobs can be linked to cases, linked to other jobs, or stand alone. More >
Location: Place where jobs occur, such as court rooms, hospitals, schools, doctors’ offices, or private residences.