---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure special handling notes

# Configure special handling notes {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Use special handling notes to bring important case information to an agent's
attention.

## Antes de Iniciar

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

Configure the desired entity tables to use special handling notes and then configure
the corresponding forms to display either the Special Handling Notes list or pop-up
window.

## Procedimento

1. Navigate to AllCustomer ServiceAdministrationGuided Setup.
2. On the Getting Started page of the guided setup, select Get Started.
3. In the Case Management category, select the Special Handling Notes task.  
   Configuring special handling notes includes the following steps.{#configure-special-handling-notes__table_pz1_qqv_llb__entry__2}

   | Task | Description |
   |-|-|
   | [Configure an entity table to use special handling notes](https://servicenow-prod.fluidtopics.net/cA1looIQ5mI_fP9w4dlPpQ "Configure an entity table to use special handling notes.") | Configuring an entity to use special handling notes adds the Create Special Handling Notes related link to the corresponding entity form. |
   | [Configure a form to show special handling notes in a list or pop-up window](https://servicenow-prod.fluidtopics.net/U_VyvKdeMqf4~WU4J95vPg "Display special handling notes on a form, such as the Case form, in either a form list or a pop-up window.") | Configure a form to display special handling notes in either a list or a pop-up window. |
   | [Configure the necessary properties to display special handling notes](https://servicenow-prod.fluidtopics.net/RlUvp0PFnkY~kY7ej5wJUQ "Configure the necessary properties to display special handling notes.") | Configure properties that determine the frequency and the number of special handling notes that are displayed. |
   [Tabela 1. Special Handling Notes configuration steps]

   {#configure-special-handling-notes__table_pz1_qqv_llb}
4. To perform the task, select Configure.  
   This button opens the page in your instance where the configuration is completed.
{#configure-special-handling-notes__steps_ckx_sxc_kjb}
**Conceitos relacionados**   

* [Special handling notes](https://servicenow-prod.fluidtopics.net/MbFRk0jB13vZZs8TcR4QpA "The Special Handling Notes application enables you to create notes that bring important information about individual records, such as a case or account record, to the user's attention.")