The Customer Flag Tool is your secret weapon for staying informed and maintaining smooth communication with customers. Whether it's a heads-up about overdue invoices or a warning about security protocols, flags ensure important details never slip through the cracks.
Here’s everything you need to know about using this tool effectively—packed with helpful tips, clear categories, and a splash of fun!
🚩 Why Use Customer Flags?
Flags provide a way to attach critical notes to customer records, helping teams stay aligned and proactive. They allow you to:
Alert users to crucial customer details.
Streamline workflows with consistent communication.
Ensure nothing important is overlooked during customer interactions.
To make managing customer flags even easier and more engaging, here’s how we’ve supercharged the system:
Streamlined Flag Comments: Comments are now hidden by default for a clutter-free workspace, but critical ‘At Risk’ flags auto-expand for immediate attention. Want more details? Simply click the chevron to expand or collapse comments as needed.
Vibrant Colour-Coding: Flags now feature intuitive colours for instant clarity:
🔴 At Risk Flags: Bold red for urgent alerts.
🔵 Notes: Calming blue for non-urgent but important information.
🟡 Other Flags: Subtle amber/yellow for everything in between.
Customisation Options: Want all flags to stay open by default?
Navigate to Company Settings ➡️ Company Tab ➡️ Company Options Section, and toggle the “Expand All Alert Box” option.
🎯 Types of Flags and When to Use Them
Think of these flag types as helpful suggestions—they’re your toolkit, not a rulebook! Use them however best fits your needs.
🟡 On Hold
This flag halts the customer’s journey due to unresolved issues. Think of it as the “stop sign” for:
Unpaid invoices.
Compliance requirements.
Pending verifications.
💡 Example: “Order on hold due to outstanding payment of £500. Awaiting resolution.”
🔴 At Risk
Used for customers teetering on the edge of churn or dissatisfaction. This flag screams URGENT!
Risk of leaving for a competitor.
Complaints about unmet expectations.
💡 Example: “Customer expressed dissatisfaction with delivery delays—priority follow-up required.”
🟡 Alert
This is your catch-all for unique, noteworthy details that don’t fit into other categories.
Special requests.
Personalised preferences.
💡 Example: “Customer prefers email communication only—no calls, please.”
🟡 Warning
Essential for critical must-know information that cannot be ignored.
Security protocols.
Restricted access or permissions.
💡 Example: “Approval from senior management required before processing orders.”
🟦 Note
For vital information that keeps everyone informed but doesn’t require immediate action.
Customer anniversary dates.
Preferred delivery times.
💡 Example: “Long-standing VIP customer—eligible for priority upgrades.”
How to Add a Flag
Adding a flag is quick and simple!
1️⃣ From the Actions Menu
Select Customer Flags.
2️⃣ Fill in the Details
Flag Type: Choose the relevant flag type from the dropdown.
Flag Comment: Add a brief explanation or note.
3️⃣ Save the Flag
Click Save Flag.
Once saved:
The flag will appear prominently below the Customer name across all tabs in the customer record, ensuring visibility for all users.
Flags will also display in any associated sales orders.
They’re visible in the Customer Workstack, providing quick context across records.
How to Remove or Edit a Flag
To make changes to an existing flag:
1️⃣ Follow the same steps to open the Flag Customer window.
2️⃣ 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
Need to handle multiple records at once? The Data Manager feature allows you to:
Add flags.
Edit existing flags.
Remove flags.
This functionality ensures your team can efficiently manage records without unnecessary manual work.
💡 Pro Tip: Handling Difficult Customers
Flags are invaluable when dealing with tricky situations, such as at-risk customers or those facing bankruptcy. Use them to:
Alert teams to exercise caution.
Ensure consistent, empathetic responses.
⚠️ Other Customer Warnings
Looking for more ways to stay informed? Explore our additional customer warning messages, which can be displayed alongside flags to provide even greater clarity.
Ready to Revolutionise Your Customer Management?
With the enhanced Customer Flag Tool, keeping track of customer information is easier—and more fun—than ever.
Start using flags today and ensure every customer interaction is informed, smooth, and successful!