Manage special handling notes
Get critical information about specific customers and empower agents in delivering personalized and efficient service with special handling notes.
Use the Special Handling Notes application to generate notes that highlight crucial information about individual records, like case or account records, ensuring users are well informed. For more info, see Special handling notes
| Create a special handling note | Create a special handling note for a record, such as a customer service case. |
| Update a special handling note | Update a special handling note for a record. |
| Delete a special handling note | Delete a special handling note for a record. |
| Delete a special handling note from a form | Delete a special handling note for a record from the Special Handling Notes list on the form. |