With Arlo, you can add a "flag" to a contact or organisation so that a special note is displayed when you open that contact/organisation or add them to an order. For example, "Felicity has an overdue account", or "DesignQ required a purchase order on invoices before payment".
Add a flag to a contact
- Open the contact or organisation you would like to add a flag to.
- Press Flag from the toolbar.
- Enter the message you would like to be displayed on the orders.
- Press Save. The message will appear when you open the contact/organisation and will also appear when you view or edit an order where the contact is either a registrant or the order contact.