When you email a claim note in ClickClaims using the "Email Notes" button on the "Notes" tab of the claim, you are only emailing the TEXT version of the note, not the HTML version (which is what displays the numbering, bullets, paragraphs settings, font size/color/styling, etc.).
The workaround for this is to expand the note on the grid to show the note text. Then, highlight and copy the note from the expanded view on the "Notes" tab, then select the note's checkbox, click the "Email Notes" button, and paste the copied note over the pre-filled note in the email.
Please see the steps below as an example of the workaround:
ISSUE EXAMPLE:
Note is entered into the text box using numbering and the formatting is accurate.
The note is saved and when you select this note and click the "Email Notes" button, the note text loses its formatting.
SOLUTION:
After saving the note, select the desired note record on the claim's "Notes" tab and expand it by clicking the expand icon located next to it.
Highlight the text that you wish to be included in your email, then right click and select "Copy" from the menu or use your CTRL+C (copy) keyboard shortcut.
Then, select the "Email Notes" button on the claim's "Notes" tab and then click inside the text box located under the "Notes" column of the "Email Notes" window and delete the original text.
Finally, replace the deleted note with the text copied from the "Notes" tab by pasting it into the field using the CTRL+V (paste) keyboard shortcut.
