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Posted May 08, 2023
Flag
The Flag functionality serves as an alert or indicator to bring attention to certain aspects of a person's record. Flags are applicable to students, households, contacts, customers, and vendors and are beneficial for tracking various information, including academic performance, behavioral issues, special needs, and important milestones.

Note: Flags are module-dependent. Example: Customer flags do not show up on the household screen and vice-versa.

To implement flags, follow the steps for Configuring Flags.

See also
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