Flagged items

About flagged items

You can flag cases, documents and contacts, and have them displayed on a list. This way you can distinguish certain list items from the rest, for any purposes. For example, you can flag the items that you find most relevant to a particular case, or items that you would like to work first on, or items that you would like to share with someone later. You can flag and unflag items at any time.

Tip: Add the Is flagged column to your lists to see the icon for your flagged items. See Display or hide columns on lists.

On the detail pages and in lists, a flag icon indicates if an item is already flagged.

Icon

Description
(on detail pages), (in lists)

This item is already flagged.

This item is not flagged.
  • In lists: Double-click the flag icon to flag or unflag the selected items.
  • In detail pages: Click the flag icon to flag or unflag the list item.

Flag an item

You can flag one or more cases, documents, or contacts, either from a list or from a detail page.

  1. Open a list.
  2. Select the items that you want to flag.
  3. In the ribbon, click Flag > Flag.

-Or-

In the list, double-click the Flag, or right-click the item and select Flag > Flag.

  1. Open the detail page of a case, document, or contact.
  2. In the ribbon, click Flag.

-Or-

In the item detail page, click the Flag icon.

Unflag an item

You can unflag a flagged item at an time. You do that either from a list or from a detail page.

  1. Open a list.
  2. Select items that you want to unflag.
  3. In the ribbon, click Flag > Unflag.

-Or-

In the list, double-click the Unflag icon, or right-click the item and select Flag > Unflag.

  1. Open the detail page of a case, document, or contact.
  2. In the ribbon, click Unflag.

-Or-

In the item detail page, click the Unflag icon.