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 only you can see.

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.

   When you step off the record, a flag is placed in Priority Flag field.

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