Manage special handling notes

Get critical information about specific customers and empower agents in delivering personalized and efficient service with special handling notes.

Use the Special Handling Notes application to generate notes that highlight crucial information about individual records, like case or account records, ensuring users are well informed. For more info, see Special handling notes


Create a special handling note	Create a special handling note for a record, such as a customer service case.
Update a special handling note	Update a special handling note for a record.
Delete a special handling note	Delete a special handling note for a record.
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.