5 Replies Latest reply on Oct 3, 2015 1:11 PM by mark_baum

    Portal flag

    THW

      We have a very basic client record database in which we have a tabbed portal displaying repair/contact notes. Those notes are tagged as "open", "closed", "immediate follow-up required" (dated as well). We would like to place an alert or flagged object on the main page that would be displayed only when "open" or "immediate follow-up required" such that an alert would be readily visible when calling up records viewed on that main page.

       

      A client could of course have multiple notes over the course of their history with us.

       

      We successfully placed an object to do this but the flag only works for the first instance in the portal.

       

      Any suggestions please for this rookie.

      Thank you very much.