Flagging Objects in the Administration Module

You can flag an Object with a color or “CHK” (check) to mark it for future work. This makes it easy to find certain Objects using the Flag drop-down list in search forms. To flag an Object, follow these steps:

  1. Open the appropriate Manager for the desired Object type (Orders, Invoice).
  2. Select a list of Objects from the Summary section or search for Objects using the form at the top of the page.
  3. Select one or more Objects in the list using the checkboxes.
  4. Select Change Flag from the Run an action on these ___ objects drop-down list.The Select Flag drop-down list appears.
  5. Select a color or “CHK” from the Select Flag drop-down list.
  6. Click GO.

To clear a flag from one or more Objects, follow the same steps, but select Clear Flag from the Select Flag drop-down list.