We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.
Edit a Flag
Updated:
This article will show you how to edit an Account Flag.
Instructions
Navigate to Configuration > Organization > Account Flags
Click the Edit tool next to the flag you wish to edit
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
Select Save Flag
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