Flagging a Customer (Service or Accounting)

.

Accounting > Accounts Receivable > Customers

--or-

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.

• Contact Dominion VUE Support to create Custom Flags.