A customer flag (On Hold, At Risk, Alert, Warning or Note) used to be visible on the customer record, the customer workstack and the customer's sales orders. It now appears on their cases and opportunities too, so whoever picks up a ticket or a deal sees the warning without opening the customer first.
Where the flag shows
Case screen. The flag panel sits at the top of the case, in the same colours as on the customer record: red for At Risk, blue for Note, amber for the rest.
Opportunity screen. The same panel, at the top of the opportunity.
It is the same flag as the customer's. Set, edit or remove it from the customer record as usual and every case, opportunity and sales order follows. There is nothing to set on the case or opportunity itself.
Comments behave as they do elsewhere: collapsed by default, expanded for At Risk, and open everywhere if your company has Expand All Alert Box switched on.
Worth knowing
Opportunities on a lead show no flag. Flags belong to customers. An opportunity raised against a lead that has not yet been converted has no customer, so there is nothing to show.
Cases always belong to a customer, so a flagged customer's cases always carry the flag.
Related articles
Understanding Customer Flags for flag types and how to add, edit or remove one.