"Special" customers - how to flag them?

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does have system flagging "special" customers?

 

we supply shops , across road each other , therefore "special" case 2 stores can't take same products in same area. need way can see note know treat them differently , not offend customer.

 

plus - have bad debt customers can no longer supply on credit , we'd easy way internally flagged - again not wanting them see note , offended.

 

 

up top of customer card shows first , last name. if had added on middle name can write "special" can see special customer can not see middle name field.

you can create new custom field in crm customer profile easily. can filter them out or flag them in reports.

 

screenshot.jpg



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