This article applies to:

Reply to notes

You can reply to notes to create child notes in Engagement Manager.

note

The child notes can have a priority or status that is independent of the parent note.

Open the note you want to reply to. Double-click the note in the Workpapers tab or the Notes List tab.

Select Reply to Note

in the Actions column for the note.

Add your response to the text area. Use the toolbar for the editing pane to cut, copy, paste, and format the reply.

Select Save
when you're done.