Fundamentals > Common Record Tasks >

Flagging Records


In certain screens, such as Projects, you can flag records that you want to single out. A flag acts as a reminder that is visible only to you.

To flag a record

  1. Navigate to the record you want to flag.
  2. In the Priority Flag field of the record, select the check box.

    This places a flag in the record that you can query on and view in a list.

    If you cannot see a Priority Flag column, check your Columns Displayed settings. The Priority Flag column is not available in all views. For information about showing and hiding columns, see Organizing Columns in a List.

Fundamentals