- Special Handling Notes, A fantastic feature that is underutilized and can provide attractive pop-up messages on a record based on specified criteria.
- Create notes that draw the user's attention to crucial information about specific records using the Special Handling Notes application.
- For a specific record or a set of records that satisfy one or more requirements, make special handling annotations. The Special Handling Notes application can be set up to show any special handling notes from related records, such as the account or the product related to a customer care case.
- Special handling notes can be displayed in a variety of places, including a pop-up window that appears when you access a form, an embedded list, a linked list, or a related list on a record form.
- In summary, Special Handling Notes is a great feature that frequently goes unused despite its potential to improve user experience and clearly convey important information. Businesses can use the Special Handling Notes application to personalize annotations for particular records based on predetermined criteria, highlighting key information.
Last update:
06-12-2023
10:18 PM
