Customer Notes and Flags allow you to create and save information specific to your customers. This information is only displayed for internal use and is not visible to customers.

In the Sales Module, navigate to the Customer record, and select the Notes & Flags tab.

Customer Notes

Customer notes will only display on the customer record to hold information specific to that customer. Select add a note and a modal will appear to enter information. 

• Notes can only contain text. 
• Adjustments can be made for formatting and/or alignment. 
• An ordered list, unordered list, and hyperlinks can be inserted to sort information. 
• When a note is added, it will display the date, time, and user who added the note on the customer record.

Note: Notes cannot be edited. Once a note is added, only a System Administrator will have the option to remove it.

Customer Flags

Customer flags are a visual reminder for relevant customer information.  Select add a flag and a modal will appear to enter information. 

• Flags can only contain text. 
• When a flag is added, it will display the date, time, and user who added the note on the customer record.
• Flags will only appear when a customer is first selected during step 1 of order entry. 
• When the flag appears on estimate and order entry the user must select ok to continue.

Note: Flags cannot be edited. Once a flag is added, only a System Administrator will have the option to remove it.