Flagging a Customer (Service or Accounting)
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Accounting > Accounts Receivable > Customers
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Service > Miscellanous > Customer
Inside the Primary Grid:
1. Filter/Sort the primary grid to locate the customer record.
2. Select the customer by clicking on the corresponding line.
Within the Customer Record:
3. Click the [Flags] button in the Action Ribbon to open the Customer Flags window.
4. Mark all applicable checkboxes to add the flags to the customer record.
5. Click the [OK] button to exit the Customer Flags window.
Click the [Save] button in the Action Ribbon.
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Contact Dominion VUE Support to create Custom Flags.