Customers - Creating A New Flag

Customers - Creating A New Flag

Article Contents:

This article summarizes how to set a New Flag to customers.

Step- By -Step:-

Step 1:- Click on "Customers" Tab from the header of the window.


Step 2:- Select "Customer" from the left side of the window. You can see the Existing customer list here.


Step 3:- If you want to set a flag for new customer click on the "Add Customer" button. The system will generate a new Add Customer window. Fill all the necessary info In the "General Info" and "Member Info".






Step 4:- Select "Set Flag" under the "General" Tab. Input all the necessary info then click on the "Add Flag" button. flag will be set to the customer.


Step 5:- If you want to set a flag for existing customer click on "View/Edit" from the existing customer. The system will open a "Customer Profile" window. Select the "Set Flag" Tab under the "General Tab".  Fill the necessary info then click on "Add Flag button". A flag will be set to the customer.


















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