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Configure Special Handling Note - in workspace

jaiho_rai
Kilo Sage

3 hours ago

  1. Special Handling notes are visible when viewing a case ticket record from the CSM workspace (out of box)
    1. Agent opens a Case record, a pop-up displays on the right side of the workspace window showing relevant special handling notes
      • New customer added in record case there (created in the last 45 days) - This is populated in opened date in retail organizations
        • a special handling note will be visible to the agent with a quote saying --- "This is a New customer"
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Ankur Bawiskar
Tera Patron

16m ago

@jaiho_rai 

where are you stuck?

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 10x ServiceNow MVP  ||  ✨ ServiceNow Community Leader
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