How Do I Use Notes, Tasks & Flags?

In Commerce7 Notes, Tasks & Flags can be added to Customers, Orders and Club Memberships.

Notes tasks and flags are internal facing fields that allow you to track details about a customer or club member and/or to communicate action items to other staff.

This article will review the steps to create a note, task or flag and will also explain where these fields will appear in the system. 

 

How to Add Notes, Tasks & Flags to a Customer Profile

To add a Note, Task or Flag to a customer profile go to Customers> Customers> Select the customer you want to edit.

On the right hand side use the drop down menu under 'Type' to select; note, task or flag.

Use the text box to add the message you want to appear. 

Note: Notes and Tasks have a text box only. Tasks have a text box, date and assignment feature. 

 

 

 

Notes, tasks & flags will be appear under the customer record in two places.  

  • On the right hand of side of the customer detail view.
  • Under the customer detail view > Notes/Tasks tab.

Flags will also appear in red across the top of the customer detail page.

 

 

Customers with a flag will be marked with a red 'alert' symbol in the customer search.

 

 

Flags will also appear when searching a customer from the POS.

 

 

To see a list of all notes, tasks & flags click on Customers > Notes & Tasks.

Use the search tool bar to narrow the list or Filter Tool on the right for Type, Note Date, Task Complete and Task Assigned To.

Your search results can be exported as well. 

 

 

2. How to Add Notes, Tasks & Flags to an Order

To add a Note, Task or Flag to a customer profile go to Store > Orders> Select the order you want to edit.

On the right hand side use the drop down menu under 'Type' to select; note, task or flag.

Use the text box to add the message you want to appear. 

Flags will appear in a red bar across the top of the order page. A list of all save Notes, Tasks and Flags will be listed on the right with option to delete or edit. 

 

Orders with a flag will be marked with a red 'alert' symbol in the order search.

 

 

To see a list of all notes, tasks & flags click on Customers > Notes & Tasks. 


Use the search tool bar to narrow the list or Filter Tool on the right for Type, Note Date, Task Complete and Task Assigned To.

Your search results can be exported as well. 

3. How to Add Notes, Tacks & Flags to a Membership

To add a Note, Task or Flag to a club membership go to Club > Memberships > Select the club membership you want to edit.

On the right hand side use the drop down menu under 'Type' to select; note, task or flag.

Use the text box to add the message you want to appear. 

Flags will appear in a red bar across the top of the club membership page. A list of all save Notes, Tasks and Flags will be listed on the right with option to delete or edit. 

 

Memberships with a flag will be marked with a red 'alert' symbol in the membership search.

 

To see a list of all notes, tasks & flags click on Customers > Notes & Tasks. 


Use the search tool bar to narrow the list or Filter Tool on the right for Type, Note Date, Task Complete and Task Assigned To.

Your search results can be exported as well.