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.
Go to Front Desk > Population > Customers/Companies.
Search for the customer/company that you want to modify.
Click Change Details/Change Company Details
Choose one of the following:
To flag a special handling customer, click Special Handling? in the Personal Information section and then enter any notes in the Notes section.
To flag a special handling company, click Special Handling? and enter any notes in the Miscellaneous section.
Notes:
The General Alert displays alert notes about the customer that are for staff use only (for example: Do not accept checks from this customer).
The Medical Alert displays medical alert notes that can be printed on activity rosters (for example: allergies, special medical instructions).
The Notes display any other general notes about the customer or company (for example: customer preferences, requests, reminders).
Click Save.