Update a special handling note

Update a special handling note for a record.

Before you begin

Role required: sn_customerservice_agent, sn_customerservice_manager, sn_shn.editor, or sn_shn.admin

About this task

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

Procedure

  1. Navigate to Special Handling Notes > Special Handling Notes.
    You can also update a note from the Special Handling Notes list on a form.
  2. In the Special Handling Notes list, click the note to be updated.
  3. Make any necessary changes to the fields on the Special Handling Notes form.
  4. Click Update.