Edit a Flag

This article will show you how to edit an Account Flag.

Instructions

1. Navigate to Configuration > Organization > Account Flags

2. Click the Edit tool next to the flag you wish to edit

3. Make desired changes

   • Name: Title of your flag

   • Description: Short description of what your flag is about; recommended not to exceed 250 characters

   • Color: Color designated for the flag

   • Prevent Access: Determine if this flag limits the user's access

   • Tax Exempt: Users/accounts with this flag will not have any tax assessed

4. Select Save Flag