The new Chart Flags feature for client records allows users to easily highlight important information within client charts. Users can turn flags on or off as needed, designate flags as high priority, and add custom notes to provide context. These flags are visible on the Client Roster, Homepage, and client header, ensuring that essential information is easily accessible and prominent to users navigating the system.
See Flags in Client Roster or home page and hover over the flag to see the comment!
Write anything in the flag note
See Flag and flag text in the client header - access flags by clicking the flag icon near the pencil
Step by step walk through of flags