PassTracker - How to Flag a Customer
Want to flag a customer, so anytime their record comes up in a search a message box is displayed?
Flagging a Customer
Click on the Notes tab, and enter the reason for flagging the Customer in the Customer Flagged field. If this field is empty, no note will be displayed on a search. Any text that is entered here will display when Staff searches on and finds that customer.
Enter Find mode, using the Find icon
Enter the Customer's Name
Click Find
Customer Flagged Warning Displays
The Customer Flagged note will be displayed on the Customer's record.