---
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 an entity table to use special handling notes

# Configure an entity table to use 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

Configure an entity table to use special handling notes.

## Before you begin

Role required: sn_shn.admin

## About this task

Configuring an entity to use special handling notes adds the Create Special Handling Notes related link to the corresponding form.

## Procedure

1. Navigate to AllSpecial Handling NotesConfiguration.
2. Click New.
3. Select a table in the Table name field.
4. If desired, select one or more Related Fields.  
   You can also display notes from related entities by including those fields in the configuration. For example, you can display notes for the account and contact associated with a customer service case by selecting the Account and Contact fields on the Case form.
5. Click Submit.  
   The configuration is added to the Special Handling Configuration list.

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