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7 Essentials - How to Add a Flag

nickib@byreferralonly.com
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Steps below will show you how to add a flag to individual contacts and how to apply a flag to a group of contacts using ClientTouch.

Adding a flag to a single contact.

From your MyClients Home: Click Contacts

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Select the contact you wish to flag

Example: Amy Elliot

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Click: Flags

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Select the flags you wish to add to Amy's contact record and SAVE

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Your flags are now shown in Amy's contact record

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Adding a Flag to a group of contacts

Once you have a group of contacts you wish to work with, add them to ClientTouch

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Click: Group Edit

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Use the Flags section to Add, Remove, or Clear/Reset the Flags for this Workgoup

We are going to ADD a flag

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Click: Add Flag

Select the flag you wish to add to this group. We are going to add the 7E - Launch Email Flag

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Click: Apply Changes

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Click: Yes, Confirm Group Edit

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Make a selection depending on what you want to do next.

We are going to Return to ClientTouch Menu so we can view the flag we just applied.

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You can view your new flag in ClientTouch

Once back in the main ClientTouch menu, click on the Add Contacts tab.

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This is a good way to see the total number of contacts you have flagged for each flag.

You can see that the 7E - Launch Email flag was applied to all 11 contacts in our workgroup.

You can also see that there is only one other flag being used (7E - Fun Day Monday) and that only one contact is currently flagged for this campaign.

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