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Flagging Items
You can use the Flags tab to remind you of special actions that need to be taken on a particular account or for a particular person. When an item is flagged it appears highlighted in the appropriate flag colour in the main screen.
Flag Drop Down List
Choose the flag you wish to use to highlight the item.
Clicking the ellipsis (...) allows the user to edit and enter new flagging specifications and colours.
On Date
Flag On Date is useful as a reminder to follow up on an issue at a later date. For instance, if someone owes you money and you have been told that it will be paid in two weeks, you can set the flag On Date to a date two weeks ahead. To remind yourself why the flag On Date had been entered, enter your own information in the Notes window. Once the date has passed the account will be highlighted in yellow. You can check the notes to see exactly what needs to be followed up.