Click on any Organisation record, and click on the “Red Flag Alert App” button

Option: Update Organization’s Name

If this is set to “ON”, (by default its ON), when you perform a credit check the organisation name will be overwritten.

Option: Update Organization’s Address

If this is set to “ON”, (by default its ON), when you perform a credit check the organisation address will be overwritten.

Update the organisation RFA custom fields.

Search Button

You can search by company name or company number.

Refresh Data Button

Updates all RFA data for this organisation.

The user can create contacts/persons and will be associated to the organisation.

Search Button

Search for contacts using the domain name.

Create new organisation records, with the option to create persons (contacts) associated to the organisation.

Field: New record owner

The user can assign the new organisation records to another user within their CRM. Default to current user.

Field: Create Organisation contacts

If this option is ON, new persons (contacts) records will be created.

Displays all the find lead campaigns you have created.