We've updated the ServiceNow Community Code of Conduct, adding guidelines around AI usage, professionalism, and content violations. Read more

Configure Special Handling Note - in workspace

jaiho_rai
Kilo Sage

an hour 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"
0 Helpfuls
  • 44 Views
0 REPLIES 0