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DandyDahlia 188 posts
Apr 12, 2012
Currently Being Moderated

"Special" customers - how to flag them?

Aug 14, 2012 6:56 PM

Tags: #business_catalyst

Does anyone have a system for flagging "special" customers?


We supply shops and sometimes they are across the road from each other and therefore a "special" case as two stores can't take same products in same area. We need a way that only WE can see a note to know to treat them differently and not offend the customer.


Plus - Sometimes we have bad debt customers that we can no longer supply on credit and we'd like an easy way to internally be flagged - again not wanting them to see the note and be offended.



Up the top of the customer card it shows first and last name. If only it had added on the middle name where we can write "special" so we can easily see they are special but the customer can not see this middle name field.

  • Currently Being Moderated
    Aug 14, 2012 7:08 PM   in reply to DandyDahlia

    You can create a new custom field in the CRM customer profile very easily. Then you can easily filter them out or flag them in your reports.



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  • Currently Being Moderated
    Aug 14, 2012 7:48 PM   in reply to DandyDahlia

    What about using Relationships? You can even set which business is near them if you like. You can display relationship.

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  • Currently Being Moderated
    Aug 14, 2012 8:02 PM   in reply to Brad Lawryk

    What is exactly the chain of events that you guys go through?


    Gotta be a way to work around this.

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