Configure an entity table to use special handling notes

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Configure an entity table to use special handling notes.

    시작하기 전에

    Role required: sn_shn.admin

    이 태스크 정보

    Configuring an entity to use special handling notes adds the Create Special Handling Notes related link to the corresponding form.

    프로시저

    1. Navigate to All > Special Handling Notes > Configuration.
    2. Click New.
    3. Select a table in the Table name field.
    4. If desired, select one or more Related Fields.
      You can also display notes from related entities by including those fields in the configuration. For example, you can display notes for the account and contact associated with a customer service case by selecting the Account and Contact fields on the Case form.
    5. Click Submit.
      The configuration is added to the Special Handling Configuration list.