The Customer Flag Tool allows you to attach critical notes to customer records, ensuring users are alerted to information that must not be overlooked.This feature helps enhance communication and maintain consistency when interacting with customers.
Here’s an overview of common flag types and their purposes:
Typical reasons as to why a flag might be created are based on the flag type that has been selected, and below, we have outlined some typical examples for each flat type:
On Hold:
Use this flag to indicate reasons why a customer record is on hold, preventing order progression. For example, unpaid invoices, compliance issues, etc.
At Risk:
Alerts users if a customer is at risk of leaving or dissatisfied, reasons such as the risk of losing to competition or a customer who feels they are not getting the appropriate treatment from your company. This flag encourages careful handling to retain the customer.
Alert:
Log any special alerts or notable information that may be unique to the customer but not critical for warnings.
Warning:
Highlight essential information that must be adhered to, such as special security protocols, restrictions on who can place orders, approval transactions, etc...
Important:
Use this flag for any vital customer details that all users should be aware of but don’t fall under other categories.
Note: Unfortunately, you may encounter difficult customers or customers at risk of bankruptcy. In such cases, flags can be an essential tool to alert staff and ensure that these customers are handled with the necessary caution.
How to add a Flag
To add a flag, follow these simple instructions:
From the Actions menu, select Customer Flags.
Complete the required fields in the Flag Customer window:
Flag Type: Choose the relevant flag type from the dropdown.
Flag Comment: Add a brief explanation or note.
Click Save Flag.
Once saved, the flag will be displayed prominently in red across all tabs in the customer record, ensuring visibility to all users.
Flags will also appear in any sales orders associated with the customer.
Note: Flags are also visible in the Customer Workstack, providing at-a-glance context across records.
How to Remove or Edit a Flag
Follow the same steps to open the Flag Customer window (Steps 1 & 2 above).
From the list of active flags:
To remove a flag: Click Remove Flag.
To edit a flag: Update the comment and click Save Flag.
Managing Flags in Bulk
If you need to update multiple records simultaneously, you can use the Data Manager feature to add, edit, or remove flags in bulk.
By effectively utilising Customer Flags, your team can ensure all critical information is communicated, improving customer management and reducing the risk of oversight.
Other customer warnings
You may also be interested in our other customer warning messages, which can be displayed in addition to the warnings mentioned above.