Community Forum

How to flag an important customer at order level?

Hi team, is there a way to flag that a customer is a VIP or has a high lifetime value at the order level? I’d like for the staff who process our orders to be able to easily see on an order - without having to go deeper into each contact’s file - if the customer is a VIP or has a high lifetime value so that they can write a personal note, put a bonus bottle in, something like that.

You probably figured this out by now, but you can do a Carrot for lifetime value, or you can manually put VIPs in a contact type and make a carrot for that.