Update a special handling note

Update a special handling note for a record.

Avant de commencer

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

Pourquoi et quand exécuter cette tâche

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.

Procédure

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.