Change the manner in which "flag prospect" can be viewed by end-users

By changing this, it will allow all end-users to see if a prospect has been flagged.  Currently, the only individual that can see if a prospect has been flagged is the individual who flagged the prospect.

  • Rudy Perez
  • Mar 5 2019
  • Will not implement
Organization Name (Please enter full organization name) Scripps Health
Reported Version 4.0
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  • Admin
    Nicola Cameron commented
    6 Mar, 2019 10:01am

    Currently only the user who has flagged the Prospect can see their flag - this is to allow other users to also flag the constituent for a separate reason. To see whether a record has been flagged and by whom, Query can be utilized.  For example, Query could filter on "Flagged By" is not blank and include the Flagged By data as a result to display, along with any other pertinent data.  This could be used as the basis of a notification popup or data list that can be made available on the constituent record.