Update a special handling note

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Update a special handling note for a record.

    시작하기 전에

    Role required: sn_customerservice_agent, sn_customerservice_manager, sn_shn.editor, or sn_shn.admin

    이 태스크 정보

    Users with the sn_customerservice_manager role can update a special handling note for a record if they can update a record for the underlying table.

    프로시저

    1. Navigate to All > Special Handling Notes > Special Handling Notes.
      You can also update a note from the Special Handling Notes list on a form.
    2. In the Special Handling Notes list, click the note to be updated.
    3. Make any necessary changes to the fields on the Special Handling Notes form.
    4. Click Update.