Siebel CRM Fundamentals Siebel Innovation Pack 2015 E24770-01 |
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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
Navigate to the record you want to flag.
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".