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Delete a special handling note from a form

Delete a special handling note from a form

Delete a special handling note for a record from the Special Handling Notes list on the form.

Before you begin

Role required: sn_customerservice_manager or sn_shn.admin

About this task

Users with the sn_customerservice_manager role can delete a special handling note for a record if they can delete a record for the underlying table.

Procedure

  1. Navigate to an entity form.

  2. In the Special Handling Notes list, click the red X to the left of the desired note.

    Initially, the note remains in the Special Handling Notes list and the text of the note is crossed out. The note is removed from the list after the form is saved.

  3. Click Update.

Products > Service Management > Customer Service; Versions > Helsinki