Hi everyone,
We all have customers who are more challenging to deal with, need ‘extra’ assistance, are habitual offenders, etc. How many of you flag their accounts as a heads-up for your staff, and in the age of ‘I want to see all of the info on my record’, HOW do you flag their account? I know this would be a great use of attributes, but writing ‘customer is a pain’ isn’t the best thing to do!
Cheers, Kathleen
Just to add to the other great comments. We use the Stop sign and Caution icons in the Quick Sale Header to indicate similar things to what have been already mentioned. Having it in the Quick Sale Header rather than on the Constituent Header has been a huge boon to our staff who rarely go to the constituent records on a busy sales day.