Configure special handling notes

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.

Before you begin

Role required: sn_shn.admin

Procedure

  1. If necessary, activate the Customer Service Management plugin (com.sn_customerservice).
  2. Configure the desired entity tables to use special handling notes.
  3. Configure the corresponding form to display special handling notes.
    You can display notes in an embedded or related list on a form with no additional configuration. To display notes in a pop-up window, you must also enable the related properties.
  4. If desired, enable the properties necessary to display special handling notes in a pop-up window.