Update a special handling note

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Update a special handling note for a record.

    始める前に

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

    このタスクについて

    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.

    手順

    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.