Update a special handling note

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Update a special handling note for a record.

    Vorbereitungen

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

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    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.