These notes cover how to create a new company flag which is being used in this example to identify clients associated with an agency and how to add the flag to the client record.
1- How to create a flag
To create a flag go to the main settings page > Under Customers & Actions > Select Company Flags > Click New Flag > Add a name (we recommend the format 'A - Name of agency' or 'B - Name of brand' as this will group all the agency and brand flag together in the dropdown list) > Choose an icon > Choose a colour > The settings for Enabled and Allow Bookings should be checked > Click Save.
2 - How to add the flag to the client record
Open the client record > click the grey flag icon next to the company name.
From the Manage Flags pop up > Click inside the box and choose the flag from the dropdown menu > Click Save.
The flag will appear next to the Company name > Hover the cursor over the flag and the name will be displayed.
Flags can be used to identify and search for clients on the Clients, Bookings, Sales & Invoicing screens.
For more information on using flags click here.
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