Flag a company so nobody misses it

Some companies come with a warning everyone has to see before they pick up the phone: do not contact, all purchases go through head office, the account is closed. Flag the company and the warning follows it.

Flag a company

1. 1Open the company.
2. 2Next to the company name at the top of the sidebar, click the flag button, Flag virksomhed.
3. 3Write the reason in Begrundelse. A reason is required: a flag nobody can explain does not help the next person.
4. 4Click Gem.

What everybody sees

• At the top of the company page, a red banner with the reason, who flagged it and when.
• Wherever the company's name is listed, the name is red with a small red flag in front of it. Point at it to read the reason. That covers the customer list, the sales list and board, the activity list, the company column on the contact list, global search, the company picker on a sale, and the header of any sale, activity or contact that belongs to the company.

Find every flagged company

On the customer list, open the filter panel and pick Flagmarkeret virksomhed to list the flagged companies, or the companies without a flag. To find one kind of warning, pick Flagbegrundelse and search the reason text, for example "kontakt". Save it as a view to keep it to hand.

Change or remove a flag

On the flagged company, use the buttons in the red banner: Rediger to change the reason, or Fjern flag to take the flag off. Every change is kept in the company's history and timeline.

Flags from webCRM

If your workspace imports from webCRM, the text in webCRM's OBS field becomes the flag, and the banner says it came from webCRM. Later syncs keep it in step: new text in webCRM updates the flag, and an emptied OBS field removes it.

A person always has the last word. Once someone flags, changes or removes a flag here, webCRM no longer changes it on that company.

Who may flag a company is the same as who may edit it; see Edit a customer.