Skip Headers
Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
  Go to Documentation Home
Home
Go To Table Of Contents
Contents
Go To Index
Index

Previous
Previous
 
Next
Next
    View PDF

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".