Client Flags

[EKHVACLLC]

Hello all, I'm in the HVAC industry & I need to find a way to either flag certain clients or require deposit for certain clients.  We have a few clients that own various properties and because they are tenant occupied the owner is not present.  Today I have a client that the tech was unable to reach to collect payment so I invoiced her and let her know she will be required to put a deposit to schedule her next appointment.  Of course I have put this in her notes but I may not remember this the next time she books.  How can I impose this rule or place a "flag" on her account so its in my face the next time I schedule her appointment?  Looking for the best way to protect our business,  Thanks

[alexandriak]

I don't think there is a way to flag BUT my initial thought is to maybe create a key that you and your staff know that is clearly visible. Maybe just a * next to their name at the end? Something that the client may not notice, and if they ask you can just say it indicates they're a repeat customer (which you would know isn't the case but you get my idea)

[EKHVACLLC]

I did initially think about putting something in the name field however I would need something bold and in my face or it may be overlooked.  Because the contact fields doesn't serve the exact purposes I need it to, when we have tenant/client listing I already have too get crafty with what I put in the name field.  I definitely do not want the client to see anything extra than what they should see.  I appreciate the suggestion though 🙂