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Set A Flag For Customers

Learn how to have the system flag customers with a pop-up notice when you start their order/estimate.

When you select that customer, a notice will popup showing what you typed. This is a great way to ensure customers who require specific service, pricing, or quality parts receive that.

Click on the “set flag” button. Then type in your message. Then any time that customer comes in you and your service writer(s) will see that message.

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