Flagged Firms

 

Purpose:  “Flags” are special notes that can be attached to records. These notes appear whenever the record is accessed, and are generally used to warn staff about special issues regarding the firm. This report lists firms whose records have been “flagged”.

 

Launch Point:  This report can be launched from the following location(s):

 

      Firms → Reports → Other →

 

Example:  When the report is launched the report wizard will open