Flagging a customer or company with a special handling alert

When you flag a customer or company with a special handling alert, a flashing siren icon displays during all of that customer's or company's transactions. Staff can then click the icon to display all the notes associated with the customer or company record. You can modify these notes when you edit the customer or company record.

 

    1. Go to Front Desk > Population > Customers/Companies.

    2. Search for the customer/company that you want to modify.

    3. Click Change Details/Change Company Details

    4. Choose one of the following:

    5. Notes:

    6. Click Save.

Related topics

Creating a customer

Creating a company

 

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