Add a Flag to a Contact

Owned by Matt Kepple
Last updated: Jun 26, 2024 by Faustina Lawrence (Unlicensed)
2 min read

You can add one or more Flags to a contact based on the Flags that your organisation has created.

Steps

  1. Go to the Contact Profile page of the contact you want to add a flag to

  2. Scroll down until you see the Flags box on the left side

  3. Press the Add a Flag button.

  4. If you have not created any Flags then

    1. The + Add a Flag button will not be displayed.

    2. The Create a Flag text will be displayed which on clicking will redirect you to the Create a Flag page.

    3. The text “This prompt appears to you because you are an Organisation Admin” if you are the Admin.

    4. You can get to know more about Relationships by clicking on the text What are Flags?

  5. This allows you to select a type of Flag

  6. Choose it and enter a description that outlines why this Flag is being assigned to this contact

  7. Press save

  8. The flag now exists on that Contact and will appear next to the name of the contact on the

    1. Contacts App

    2. Event pages

Related Articles

Turn on Contact Flags

Create new types of Contact Flag

Disable a Flag on a Contact.