---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure special handling notes

# Configure special handling notes {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: admin

## About this task

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.

## Procedure

1. Navigate to AllCustomer ServiceAdministrationGuided Setup.
2. On the Getting Started page of the guided setup, click Get Started
3. In the Case Management category, view the list of tasks to configure the feature.  
   {#configure-special-handling-notes__table_pz1_qqv_llb__entry__2}

   | Task | Description |
   |-|-|
   | 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 form. |
   | Configure a form to show special handling notes in a list or 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 | Configure properties that determine the frequency and the number of special handling notes that are displayed. |
   [Table 1. Special Handling Notes]

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

* [Special handling notes overview](https://servicenow-prod.fluidtopics.net/HdBf~40wgYdCGpwLiOq5SQ "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.")

*[\>]: and then