Use Top Flags to prioritize the most import flags applied to People Records. The top flags will always display at the top of the flag’s menu while the remaining flags will display alphabetized.
How to Create a Top Flag
Go to the People menu on the left hand side of Crimson.
- Click the Settings
- Add a new flag or edit and existing flag.
- Check the Top Flag
- Click Save Changes when done.
How to Apply a Top Flag to a People Record
- Open a People Record.
- Click on the menu.
- Click within the white space and start typing your flag, select the flag once it has displayed.
4. Click the button to view a full list of Flags and Top Flags to be applied to the record.