Configure an entity table to use special handling notes

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 Special Handling Notes > Configuration.
  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.